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 10 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 8
Massmutual Life Insurance Company Fort Worth, TX Dec 2006 - Current 11
Mml Investors Services Inc. Fort Worth, TX Mar 2007 - Nov 2009 2
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
    204
    MILLIONS
  • Total Number of Accounts
    865
    ACCOUNTS
  • Average Account Value
    $235,687
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, FL, IL, KS, LA, MS, MT, NC, NM, NY, OK, OR, TX

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

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