Trinity Legacy Partners, LLC

Trinity Legacy Partners, LLC (CRD# 159179) is a financial advisory firm headquartered in Houston, TX. They manage $379,811,141 in 781 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
24 Greenway Plaza, Suite 546, Houston, TX 77046
http://www.trinitylegacy.com
By the Numbers
  • Total Assets Under Management
    380
    MILLION
  • Total Number of Accounts
    781
    ACCOUNTS
  • Average Account Value
    $486,314
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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Trinity Legacy Partners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Larry Bell, financial advisor Houston TX
Larry B. Bell
CRD#: 2218553
24 Greenway Plaza, Suite 546, Houston, TX 77046

Larry Bell (CRD# 2218553) is an Investment Advisor Representative working at Trinity Legacy Partners, LLC in Houston, TX and has over 31 years of experience in the finance industry.

2
Anthony Garcia, financial advisor Houston TX
Anthony L. Garcia
CRD#: 5390020
24 Greenway Plaza, Suite 546, Houston, TX 77046

Anthony Garcia (CRD# 5390020) 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.

3
John Hunter, financial advisor Houston TX
John J. Hunter
CRD#: 7030760
24 Greenway Plaza, Suite 546, Houston, TX 77046

John Hunter (CRD# 7030760) is an Investment Advisor Representative working at Trinity Legacy Partners, LLC in Houston, TX and has over 5 years of experience in the finance industry.

4
John Wilkinson, financial advisor Houston TX
John P. Wilkinson
CRD#: 2851650
24 Greenway Plaza, Suite 546, Houston, TX 77046

John Wilkinson (CRD# 2851650) is an Investment Advisor Representative working at Trinity Legacy Partners, LLC in Houston, TX and has over 23 years of experience in the finance industry.

5
Alison Mills, financial advisor Houston TX
Alison M. Mills
CRD#: 7142857
24 Greenway Plaza, Suite 546, Houston, TX 77046

Alison Mills (CRD# 7142857) is an Investment Advisor Representative working at Trinity Legacy Partners, LLC in Houston, TX and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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