Tri-lakes Financial Services, LLC
Tri-lakes Financial Services, LLC (CRD# 148676) is a financial advisory firm headquartered in Forsyth, MO. They manage $13,000,000 in 110 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Tri-lakes Financial Services, LLC
By the Numbers
-
Total Assets Under Management13MILLION
-
Total Number of Accounts110ACCOUNTS
-
Average Account Value$118,182
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MO
Financial Advisors at Tri-lakes Financial Services, LLC
1
Brian Atchley (CRD# 4723050) is an Investment Advisor Representative working at Tri-lakes Financial Services, LLC in Forsyth, MO and has over 20 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.