Trisperity Advisors, LLC
Trisperity Advisors, LLC (CRD# 142438) is a financial advisory firm headquartered in Katy, TX. They manage $82,119,403 in 371 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management82MILLION
Total Number of Accounts371ACCOUNTS
Average Account Value$221,346
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
Craig Narum (CRD# 4475559) is an Investment Advisor Representative working at Trisperity Advisors, LLC in Katy, TX and has over 14 years of experience in the finance industry. Craig Narum 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.