Richard Arellano (CRD# 2817718) is an Investment Advisor Representative working at Trinity Investment Management, LLC in Fort Worth, TX and has over 24 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trinity Investment Management, LLC | Fort Worth, TX | Jan 2024 - Current | < 1 |
| Trinity Investment Management | Fort Worth, TX | Jan 2024 - Current | < 1 |
| Jefferies & Company, Inc. | Dallas, TX | Jan 2001 - Current | 23 |
| Stadtler Capital Management | Fort Worth, TX | Feb 2022 - Nov 2023 | 1 |
| Unemployed | Fort Worth, TX | Feb 2020 - Feb 2022 | 2 |
| Kleinheinz Capital Partners | Fort Worth, TX | May 2006 - Jan 2020 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2000 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- IL
- TX
-
Total Assets Under Management115MILLIONS
-
Total Number of Accounts82ACCOUNTS
-
Average Account Value$1,400,282
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
IL, MI, NC, TX
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