VerifiedInvestment Management· Founded 2009

Trinity Portfolio Advisors, Llc

Trinity is a financial planning firm that helps clients align their wealth with their values. Together we implement a strategic approach that will define your goals, examine your current reality, develop a personal strategy, continually review your progress and make adjustments where needed. We exist to help people achieve their goals as it pertains to their wealth, empowering them to carry out their purpose.

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Southlake, United States15(11 to 50)<$1M2009trinityportfolio.com LinkedIn

Verified contacts

12

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LinkedIn employees

15

11 to 50 range

Open roles

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Distinct roles

8

indexed titles

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Top roles at Trinity Portfolio Advisors, Llc

8 distinct titles indexed · top 8 shown.

2associate
2financial advisor
1chief operating officer
1founder and owner
1investment relations manager
1investment specialist
1partner
1senior associate

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