Jeffrey McCain, financial advisor Southlake TX

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 16 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 14
Massmutual Life Insurance Company Fort Worth, TX Dec 2006 - Current 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
    453
    MILLIONS
  • Total Number of Accounts
    945
    ACCOUNTS
  • Average Account Value
    $478,994
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CO, CT, FL, NC, NY, OK, OR, SC, TX, VA

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