Trisperity Advisors, LLC

Trisperity Advisors, LLC (CRD# 142438) is a financial advisory firm headquartered in Katy, TX. They manage $100,107,289 in 411 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    411
    ACCOUNTS
  • Average Account Value
    $243,570
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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 Trisperity Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Craig S. Narum
CRD#: 4475559
22202 Highland Knolls Drive, Katy, TX 77450
96
Wealthminder
score

Craig Narum (CRD# 4475559) is an Investment Advisor Representative working at Trisperity Advisors, LLC in Katy, TX and has over 16 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.

2
Jeffrey M. McCulloch
CRD#: 4988346
22202 Highland Knolls Drive, Katy, TX 77450
92
Wealthminder
score

Jeffrey McCulloch (CRD# 4988346) is an Investment Advisor Representative working at Trisperity Advisors, LLC in Katy, TX and has over 3 years of experience in the finance industry. Jeffrey McCulloch 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.

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