Trina Coltrain, financial advisor Chapel Hill NC
93 score

Trina Coltrain

CRD Number: 5310148
Current Firm: Founders Financial Alliance, LLC

Trina Coltrain (CRD# 5310148) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Chapel Hill, NC and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Founders Financial Alliance, LLC Wilmington, NC Mar 2016 - Current < 1
Lpl Financial, LLC Wilmington, NC Feb 2016 - Current < 1
Invest Financial Corporation Greenville, NC Aug 2009 - Feb 2016 6
First South Bank Washington, NC Jan 2007 - Aug 2009 2
Uvest Financial Services, Inc. Charlotte, NC Jan 2007 - Aug 2009 2
First South Bank Greenville, NC Jun 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Trina L. Coltrain
Phone Number: 855-860-5940
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    28
    MILLIONS
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $243,901
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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