Trinity Advisors, LLC

Trinity Advisors, LLC (CRD# 141004) is a financial advisory firm headquartered in Cape Coral, FL. They manage $1,219,257 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Trinity Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
Kathryn W. Bickford
CRD#: 1227638
Cape Coral, FL

Kathryn Bickford (CRD# 1227638) is an Investment Advisor Representative working at Trinity Advisors, LLC in Cape Coral, FL and has over 31 years of experience in the finance industry. Kathryn Bickford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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