Jeffrey McCain, financial advisor Southlake TX
93 score

Jeffrey McCain

CRD Number: 5281987
Current Firm: Trinity Portfolio Advisors, LLC

Jeffrey McCain (CRD# 5281987) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Trinity Portfolio Advisors, LLC Fort Worth, TX Nov 2009 - Current 7
Massmutual Life Insurance Company Fort Worth, TX Dec 2006 - Current 10
Mml Investors Services Inc. Fort Worth, TX Mar 2007 - Nov 2009 2
Mccain Industries, Inc. Fort Worth, TX Jan 1989 - Sep 2006 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Jeffrey L. McCain
Phone Number: (817)416-7227
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    201
    MILLIONS
  • Total Number of Accounts
    1,006
    ACCOUNTS
  • Average Account Value
    $200,235
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
Types of Clients
Registered States

AR, AZ, CA, CO, KS, LA, MS, NC, NM, OK, TX

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

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