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Financial ADVSR advisor directory · SEC adviser records

Trinity Financial Advisors LLC financial advisors in Ohio

Every SEC-registered investment adviser representative at a Trinity Financial Advisors LLC office in Ohio, by city and A to Z.

The short answer

6 registered advisors work at Trinity Financial Advisors LLC in Ohio, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in Columbus (6). 2 list the CFP designation and 0 are also registered broker representatives.

Trinity Financial Advisors LLC advisors by city in Ohio

Every firm in Ohio →

Columbus 6

Trinity Financial Advisors LLC advisors in Ohio, A to Z

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Trinity Financial Advisors LLC advisors in every state →Trinity Financial Advisors LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Trinity Financial Advisors LLC financial advisors are in Ohio?

6 investment adviser representatives are registered at Trinity Financial Advisors LLC offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in Ohio does Trinity Financial Advisors LLC have the most advisors?

Columbus, with 6. Trinity Financial Advisors LLC has advisors in 1 city in Ohio.

How do I check a Trinity Financial Advisors LLC advisor in Ohio?

Each advisor below 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. Advisors are listed at the city of the Trinity Financial Advisors LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.