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Financial ADVSR advisor directory · SEC adviser records

Trinity Financial Advisors LLC financial advisors

Every SEC-registered investment adviser representative at Trinity Financial Advisors LLC, by the state and city of the office they work from.

6 registered advisors work at Trinity Financial Advisors LLC, in 1 state and 1 city; the most are in Columbus, OH (6). 2 list the CFP designation and 0 are also registered broker representatives.

Search every Trinity Financial Advisors LLC advisor by name →Who joined and left Trinity Financial Advisors LLC →Trinity Financial Advisors LLC: assets, clients and custodians →

Cities with the most Trinity Financial Advisors LLC advisors

Columbus, OH 6

Trinity Financial Advisors LLC advisors by state

Trinity Financial Advisors LLC in Ohio 6

Columbus 6

Questions

How many financial advisors does Trinity Financial Advisors LLC have?

6 investment adviser representatives are registered with Trinity Financial Advisors LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 2 list the CFP designation and 0 are also registered as broker representatives.

Where does Trinity Financial Advisors LLC have the most advisors?

Columbus, OH, with 6 registered advisors. By state, Ohio has the most, with 6.

How do I find a Trinity Financial Advisors LLC financial advisor near me?

Pick your state below, then your city, to see every Trinity Financial Advisors LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Trinity Financial Advisors LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →