Gary
Vogel

Trinity Portfolio Advisors, LLC

CRD#2009730
Investment Advisor
in Waco, TX

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About this Advisor

Gary Vogel is a financial advisor based in Waco, Texas, working with Trinity Portfolio Advisors, LLC. Gary has previously held a position at Trinity Portfolio Advisors, LLC. Gary has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Gary is part of Trinity Portfolio Advisors, LLC, which operates out of Waco, Texas. The firm has 4 offices and 12 employees. The firm manages assets totaling $452.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Trinity Portfolio Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Waco, TX

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Trinity Portfolio Advisors, LLC Brokerage Details

Total Assets Under Management

$452,649,116

TX Average: $3,042,739,679
Total Number of Employees

12

TX Average: 49
Total Number of Accounts

945

TX Average: 2,315
Average Account Size

$478,994

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Gary Vogel Work History

2009 - Present (15 years)

Trinity Portfolio Advisors, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Gary Vogel 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 Portfolio Advisors, LLC

Aaron Estrada
Southlake, TX
Morgan Webb
Southlake, TX
Max May
Southlake, TX
Annette Hamil
Southlake, TX
Joe Wylie
Southlake, TX
Gary Vogel
Waco, TX
Matthew Oberst
Southlake, TX
Jeffrey Mccain
Southlake, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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