John Dexter (CRD# 2613721) is an Investment Advisor Representative working at Trinity Wealth Management LLC in Cincinnati, OH and has over 28 years of experience in the finance industry. John Dexter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6626957
Kld Wealth Management
CRD# 2667585
Edward Jones
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trinity Wealth Management LLC | Loveland, OH | Nov 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1995 |
- OH
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Total Assets Under Management300MILLIONS
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Total Number of Accounts904ACCOUNTS
-
Average Account Value$332,190
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
OH
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