William
Ford
Trinity Portfolio Advisors, LLC
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About this Advisor
William Ford is a financial advisor based in Southlake, Texas, working with Trinity Portfolio Advisors, LLC. William has previously held positions at Massachusetts Mutual Life Insurance Comp and Trinity Portfolio Advisors, LLC. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, William is part of Trinity Portfolio Advisors, LLC, which operates out of Southlake, 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
William Ford Work History
Trinity Portfolio Advisors, LLC
Massachusetts Mutual Life Insurance Comp
Disclosures
Please visit the SEC profile of William Ford 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
Waco, TX
Southlake, TX
Southlake, TX
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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