Richard
Pearce

Trinity Investment Advisors, LLC

CRD#358781
Investment Advisor
in West Chester, PA

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About this Advisor

Richard Pearce is a financial advisor who works in West Chester, Pennsylvania who has 11 years of relevant experience. Pearce is on the advisory team at Trinity Investment Advisors, LLC. During their career, Pearce has held roles at Stancorp Equities, Inc and Stancorp Investment Advisers, Inc. Pearce has a Series 63 license, which qualifies them as a securities representative, and is approved to operate in Pennsylvania. Trinity Investment Advisors, LLC is a financial advisory company that has its headquarters in West Chester, PA. It handles $262 million in total assets across its 29 customer accounts, placing it among the mid-sized firms in the nation by assets under management. The business provides pension consulting services. Fees for financial management typically are based on the financial services offered. Fee types billed by Trinity Investment Advisors, LLC most likely include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

11 years

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

136 North Church
West Chester, PA 19380

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Trinity Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$261,593,184

PA Average: $15,833,994,310
Total Number of Employees

3

PA Average: 41
Total Number of Accounts

29

PA Average: 3,342
Average Account Size

$9,020,455

PA Average: $4,737,880

Investment Advisory Services

  • Pension consulting services

Richard Pearce Work History

Richard has been registered as a financial advisor for 11 years.*

2007 - Present (17 years)

Stancorp Equities, Inc

2007 - Present (17 years)

Stancorp Investment Advisers, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Richard Pearce 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 Investment Advisors, LLC

Carmela Elco
West Chester, PA
Richard Pearce
West Chester, PA
Jennifer Kirby
West Chester, PA
Michael Mccabe
West Chester, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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