Gary
Vogel
Trinity Portfolio Advisors, LLC
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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
Services Offered
Fee Structure
Office Location
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Trinity Portfolio Advisors, LLC Brokerage Details
$452,649,116
12
945
$478,994
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
Trinity Portfolio Advisors, LLC
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
Southlake, TX
Southlake, TX
Southlake, TX
Southlake, TX
Southlake, TX
Waco, TX
Southlake, TX
Southlake, TX
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