Clay
Acer
Trinity Financial Advisors LLC
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About this Advisor
Clay Acer is a financial advisor based in Columbus, Ohio, working with Trinity Financial Advisors LLC. Clay has previously held positions at Trinity Financial Advisors LLC, Wallick Communities, Cardinal Health, and Wealthstone. Clay has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Clay is part of Trinity Financial Advisors LLC, which operates out of Columbus, Ohio. The firm has 7 employees and manages assets totaling $487.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Trinity Financial Advisors LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trinity Financial Advisors LLC Brokerage Details
$487,330,733
7
982
$496,263
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Clay Acer Work History
Trinity Financial Advisors LLC
Wallick Communities
Wealthstone
Cardinal Health
Disclosures
Please visit the SEC profile of Clay Acer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trinity Financial Advisors LLC
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
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