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Financial ADVSR advisor directory · SEC adviser records

Trinity Portfolio Advisors, LLC financial advisors in Texas

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

The short answer

9 registered advisors work at Trinity Portfolio Advisors, LLC in Texas, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in Southlake (8). 3 list the CFP designation and 0 are also registered broker representatives.

Trinity Portfolio Advisors, LLC advisors by city in Texas

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Southlake 8Granbury 1

Trinity Portfolio Advisors, LLC advisors in Texas, A to Z

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Questions

How many Trinity Portfolio Advisors, LLC financial advisors are in Texas?

9 investment adviser representatives are registered at Trinity Portfolio Advisors, LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

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

Southlake, with 8, then Granbury (1). Trinity Portfolio Advisors, LLC has advisors in 2 cities in Texas.

How do I check a Trinity Portfolio Advisors, LLC advisor in Texas?

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 Portfolio Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.