Trisperity Advisors, LLC

Trisperity Advisors, LLC (CRD# 142438) is a financial advisory firm headquartered in Katy, TX. They manage $261,000,044 in 771 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
22202 Highland Knolls Drive, Katy, TX 77450
http://www.trisperity.com
By the Numbers
  • Total Assets Under Management
    261
    MILLION
  • Total Number of Accounts
    771
    ACCOUNTS
  • Average Account Value
    $338,521
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
Types of Clients
Registered States
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
Jeffrey McCulloch, financial advisor Katy TX
Jeffrey M. McCulloch
CRD#: 4988346
22202 Highland Knolls Drive, Katy, TX 77450
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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
Craig Narum, financial advisor Katy TX
Craig S. Narum
CRD#: 4475559
22202 Highland Knolls Drive, Katy, TX 77450

Craig Narum (CRD# 4475559) is an Investment Advisor Representative working at Trisperity Advisors, LLC in Katy, TX and has over 22 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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