Trinity Portfolio Advisors, LLC

Trinity Portfolio Advisors, LLC (CRD# 151721) is a financial advisory firm headquartered in Southlake, TX. They manage $452,649,116 in 945 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
121 Countryside Court, Suite 140, Southlake, TX 76092
http://trinityportfolio.com
By the Numbers
  • Total Assets Under Management
    453
    MILLION
  • Total Number of Accounts
    945
    ACCOUNTS
  • Average Account Value
    $478,994
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, CT, FL, NC, NY, OK, OR, SC, TX, VA

Financial Advisors at Trinity Portfolio Advisors, LLC
Showing 1 - 10 of 12 top financial advisors.
1
John Chalk, financial advisor Southlake TX
John A. Chalk
CRD#: 4266208
121 Countryside Court, Suite 140, Southlake, TX 76092

John Chalk (CRD# 4266208) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 23 years of experience in the finance industry.

2
Aaron Estrada, financial advisor Southlake TX
Aaron R. Estrada
CRD#: 4120496
121 Countryside Court, Suite 140, Southlake, TX 76092

Aaron Estrada (CRD# 4120496) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 24 years of experience in the finance industry.

3
William Ford, financial advisor Southlake TX
William E. Ford
CRD#: 2159874
121 Countryside Court, Suite 140, Southlake, TX 76092

William Ford (CRD# 2159874) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 32 years of experience in the finance industry.

4
Annette Hamil, financial advisor Southlake TX
Annette C. Hamil
CRD#: 5753783
121 Countryside Court, Suite 140, Southlake, TX 76092

Annette Hamil (CRD# 5753783) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 14 years of experience in the finance industry.

5
Jeffrey McCain, financial advisor Southlake TX
Jeffrey L. McCain
CRD#: 5281987
121 Countryside Court, Suite 140, Southlake, TX 76092

Jeffrey McCain (CRD# 5281987) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 16 years of experience in the finance industry.

6
Timothy Morand, financial advisor Fort Worth TX
Timothy J. Morand
CRD#: 1522403
421 W. Third Street, Ste 800, Fort Worth, TX 76102

Timothy Morand (CRD# 1522403) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Fort Worth, TX and has over 37 years of experience in the finance industry.

7
Matthew Oberst, financial advisor Southlake TX
Matthew J. Oberst
CRD#: 1719454
121 Countryside Court, Suite 140, Southlake, TX 76092

Matthew Oberst (CRD# 1719454) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 33 years of experience in the finance industry.

8
Gary Vogel, financial advisor Waco TX
Gary H. Vogel
CRD#: 2009730
Waco, TX

Gary Vogel (CRD# 2009730) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Waco, TX and has over 34 years of experience in the finance industry.

9
Morgan Webb, financial advisor Southlake TX
Morgan J. Webb
CRD#: 5417304
121 Countryside Court, Ste 140, Southlake, TX 76092

Morgan Webb (CRD# 5417304) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 16 years of experience in the finance industry.

10
Joe Wylie, financial advisor Southlake TX
Joe N. Wylie
CRD#: 1957603
121 Countryside Court, Suite 140, Southlake, TX 76092

Joe Wylie (CRD# 1957603) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 34 years of experience in the finance industry.

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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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