Trinity Financial Partners Ii, LLC

Trinity Financial Partners Ii, LLC (CRD# 124397) is a financial advisory firm headquartered in Wayne, PA. They manage $1,800,000 in 10 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $180,000
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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.

PA, TX

Financial Advisors at Trinity Financial Partners Ii, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Benjamin R. Chambers
CRD#: 5079991
137 Pennsylvania Ave., Wayne, PA 19087
96
Wealthminder
score

Benjamin Chambers (CRD# 5079991) is an Investment Advisor Representative working at Trinity Financial Partners Ii, LLC in Wayne, PA and has over 10 years of experience in the finance industry. Benjamin Chambers 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.

2
Robyn E. Jameson
CRD#: 4571916
137 Pennsylvania Ave., Wayne, PA 19087
96
Wealthminder
score

Robyn Jameson (CRD# 4571916) is an Investment Advisor Representative working at Trinity Financial Partners Ii, LLC in Wayne, PA and has over 14 years of experience in the finance industry. Robyn Jameson 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.

3
Christopher Gleeson
CRD#: 1585493
137 Pennsylvania Ave., Wayne, PA 19087
86
Wealthminder
score

Christopher Gleeson (CRD# 1585493) is an Investment Advisor Representative working at Trinity Financial Partners Ii, LLC in Wayne, PA and has over 29 years of experience in the finance industry.

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