Lydia
Liou
Trinity Legacy Partners, LLC
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About this Advisor
Lydia Liou is a financial advisor based in Houston, Texas, working with Trinity Legacy Partners, LLC. Lydia has previously held positions at Aig-Valic, Vinson And Elkins Llp, Houston Racquet Club, Jackson And Company, Phillps 66, University Of Houston, Usaa, and Trinity Legacy Partners, LLC. Lydia has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Lydia is part of Trinity Legacy Partners, LLC, which operates out of Houston, Texas. The firm has one office and seven employees. The firm manages assets totaling $379.8 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, and pension consulting services. The fee structure at Trinity Legacy Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trinity Legacy Partners, LLC Brokerage Details
$379,811,141
7
781
$486,314
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Lydia Liou Work History
Trinity Legacy Partners, LLC
Usaa
University Of Houston
Aig-Valic
Aig-Valic
Vinson And Elkins Llp
Phillps 66
Aig-Valic
Houston Racquet Club
Jackson And Company
University Of Houston
Disclosures
Please visit the SEC profile of Lydia Liou 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 Legacy Partners, LLC
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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