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Financial ADVSR advisor directory · SEC adviser records

Trinity Financial Advisors LLC financial advisors in Columbus, OH

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

6 registered advisors work at Trinity Financial Advisors LLC in Columbus, out of 6 at the firm nationwide; it ranks number 47 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Trinity Financial Advisors LLC advisors in Columbus, A to Z

Every Trinity Financial Advisors LLC advisor →

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

Other firms in Columbus

All Columbus advisors →

J.P. Morgan Securities LLC 354Nationwide Investment Advisors, LLC 341Morgan Stanley 131Ameriprise Financial Services, LLC 109Merrill Lynch, Pierce, Fenner & Smith Incorporated 89Hamilton Capital 54Strategic Advisers LLC 36Voya Financial Advisors, Inc. 36UBS Financial Services Inc. 33LPL Financial LLC 30LPL Enterprise, LLC 22Park Avenue Securities LLC 22

Questions

How many financial advisors does Trinity Financial Advisors LLC have in Columbus?

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

Is Trinity Financial Advisors LLC one of the largest advisor employers in Columbus?

Trinity Financial Advisors LLC ranks number 47 in Columbus by registered advisors; J.P. Morgan Securities LLC has the most, with 354.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.