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Financial ADVSR advisor directory · SEC adviser records

Trinity Portfolio Advisors, LLC financial advisors

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

9 registered advisors work at Trinity Portfolio Advisors, LLC, in 1 state and 2 cities; the most are in Southlake, TX (8). 3 list the CFP designation and 0 are also registered broker representatives.

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

Cities with the most Trinity Portfolio Advisors, LLC advisors

Southlake, TX 8Granbury, TX 1

Trinity Portfolio Advisors, LLC advisors by state

Trinity Portfolio Advisors, LLC in Texas 9

Southlake 8Granbury 1

Questions

How many financial advisors does Trinity Portfolio Advisors, LLC have?

9 investment adviser representatives are registered with Trinity Portfolio Advisors, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 2 cities. 3 list the CFP designation and 0 are also registered as broker representatives.

Where does Trinity Portfolio Advisors, LLC have the most advisors?

Southlake, TX, with 8 registered advisors, then Granbury, TX (1). By state, Texas has the most, with 9.

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

Pick your state below, then your city, to see every Trinity Portfolio 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 Portfolio 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 →