Tri-lakes Financial Services, LLC
Tri-lakes Financial Services, LLC (CRD# 148676) is a financial advisory firm headquartered in Forsyth, MO. They manage $12,000,000 in 110 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts110ACCOUNTS
Average Account Value$109,091
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Brian Atchley (CRD# 4723050) is an Investment Advisor Representative working at Tri-lakes Financial Services, LLC in Forsyth, MO and has over 13 years of experience in the finance industry.