Trinity Legacy Partners, LLC

Trinity Legacy Partners, LLC (CRD# 159179) is a financial advisory firm headquartered in Houston, TX. They manage $85,055,292 in 325 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    325
    ACCOUNTS
  • Average Account Value
    $261,709
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
  • Pension consulting services
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.

TX

Financial Advisors at Trinity Legacy Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Larry B. Bell
CRD#: 2218553
4888 Loop Central, Suite 250, Houston, TX 77081
93
Wealthminder
score

Larry Bell (CRD# 2218553) is an Investment Advisor Representative working at Trinity Legacy Partners, LLC in Houston, TX and has over 24 years of experience in the finance industry.

2
Anthony L. Garcia
CRD#: 5390020
4888 Loop Central, Suite 250, Houston, TX 77081
93
Wealthminder
score

Anthony Garcia (CRD# 5390020) is an Investment Advisor Representative working at Trinity Legacy Partners, LLC in Houston, TX and has over 8 years of experience in the finance industry.

3
John P. Wilkinson
CRD#: 2851650
4888 Loop Central, Suite 250, Houston, TX 77081
93
Wealthminder
score

John Wilkinson (CRD# 2851650) is an Investment Advisor Representative working at Trinity Legacy Partners, LLC in Houston, TX and has over 15 years of experience in the finance industry.

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