Trinity Financial Partners

Trinity Financial Partners (CRD# 136969) is a financial advisory firm headquartered in Ontario, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • 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.

CA

Financial Advisors at Trinity Financial Partners
Showing 1 - 1 of 1 top financial advisors.
1
James L. Fisher
CRD#: 208628
901 Via Piemonte, Ste 260, Ontario, CA 91764
87
Wealthminder
score

James Fisher (CRD# 208628) is an Investment Advisor Representative working at Trinity Financial Partners in Ontario, CA and has 1 year of experience in the finance industry.

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