Clinton Weber, financial advisor Fort Worth TX

Clinton Weber

CRD Number: 7817381
Current Firm: Trinity Investment Management, LLC

Clinton Weber (CRD# 7817381) is an Investment Advisor Representative working at Trinity Investment Management, LLC in Fort Worth, TX and has 1 year of experience in the finance industry.

Similar Advisors
Kyle Eaton, financial advisor Fort Worth TX
Kyle M. Eaton
CRD# 5009276
Hedgefield Wealth Management
Similar Advisors
Jerry Boda, financial advisor Fort Worth TX
Jerry Boda
CRD# 1255317
Osaic Wealth, Inc.
Similar Advisors
Erik Aaker, financial advisor Fort Worth TX
Erik Aaker
CRD# 2754150
Charles Schwab & Company, Inc.
Company Name Location Dates Years
Trinity Fiduciary Partners, LLC Fort Worth, TX Oct 2023 - Current < 1
Trinity Investment Management, LLC Fort Worth, TX Mar 2020 - Current 4
Private Entity Fort Worth, TX Jul 2019 - Mar 2020 < 1
Corbett Capital Fort Worth, TX Sep 2014 - Jun 2019 4
United States Marines Quantico, VA Aug 1998 - Sep 2014 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2024
Contact Info for Clinton J. Weber
Phone Number: 682-348-1732
Registered State(s):
  • IL
  • MI
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    115
    MILLIONS
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $1,400,282
Compensation Options
  • A percentage of assets under your management
  • Performance-based 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
Types of Clients
Registered States

IL, MI, NC, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.