Trinity Portfolio Advisors, LLC
Trinity Portfolio Advisors, LLC (CRD# 151721) is a financial advisory firm headquartered in Southlake, TX. They manage $452,649,116 in 945 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management453MILLION
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Total Number of Accounts945ACCOUNTS
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Average Account Value$478,994
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CO, CT, FL, NC, NY, OK, OR, SC, TX, VA
John Chalk (CRD# 4266208) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 23 years of experience in the finance industry.
Aaron Estrada (CRD# 4120496) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 24 years of experience in the finance industry.
William Ford (CRD# 2159874) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 32 years of experience in the finance industry.
Annette Hamil (CRD# 5753783) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 14 years of experience in the finance industry.
Jeffrey McCain (CRD# 5281987) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 16 years of experience in the finance industry.
Timothy Morand (CRD# 1522403) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Fort Worth, TX and has over 37 years of experience in the finance industry.
Matthew Oberst (CRD# 1719454) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 34 years of experience in the finance industry.
Gary Vogel (CRD# 2009730) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Waco, TX and has over 34 years of experience in the finance industry.
Morgan Webb (CRD# 5417304) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 16 years of experience in the finance industry.
Joe Wylie (CRD# 1957603) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 34 years of experience in the finance industry.