Trinity Legacy Partners LLC
Legal Name: TRINITY LEGACY PARTNERS, LLC
Full Contact Details
Trinity Legacy Partners LLC
4888 LOOP CENTRAL, SUITE 250, HOUSTON, TX
713-999-8053
713-574-5782
Other Info
Trinity Legacy Partners, LLC, formally known as TRINITY LEGACY PARTNERS, LLC, is a Texas-based Limited Liability Company. The firm has four employees working in advisory roles out of a total of six. Although its client base is undisclosed, its last reported SEC status, registered on May 24, 2017, is approved.
Trinity Legacy Partners, LLC
Skip to main contentTrinity Legacy Partners, LLCHome About Us Services Wealth Management Estate Planning Retirement Planning Investment Analysis Our Team Wealth Insights Contact Clients Only Click here to learn if you can reach an important financial goal Main ContentDynamic Wealth Management™ Wea…
Trinity Legacy Partners, LLC
Skip to main contentTrinity Legacy Partners, LLCHome About Us Services Wealth Management Estate Planning Retirement Planning Investment Analysis Our Team Wealth Insights Contact Clients Only Click here to learn if you can reach an important financial goal Main ContentDynamic Wealth Management™ Wea…
Direct Owners
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ANTHONY LAURENCE GARCIA
MEMBER/PORTFOLIO ANALYST owns less than 5%
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JOHN PAUL WILKINSON
MEMBER/CHIEF COMPLIANCE OFFICER/ CHIEF EXECUTIVE OFFICER owns more than 25% but less than 50%
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LIFETREE FINANCIAL, LLC
PARTNER/MEMBER owns less than 5%
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R & D RAWSON, LP
PARTNER/MEMBER owns more than 10% but less than 25%
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RDKB RAWSON, LP
PARTNER/MEMBER owns more than 10% but less than 25%
Indirect Owners
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DAWN MARIE RAWSON
OWNER owns more than 50% but less than 75%
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LARRY BRECK BELL
OWNER owns more than 50% but less than 75%
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LAURI ANN BELL
OWNER owns more than 50% but less than 75%
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POM ASSET MANAGEMENT, LLC
GENERAL PARTNER
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POM ASSET MANAGEMENT, LLC
GENERAL PARTNER
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RICHARD GLEN RAWSON
OWNER owns more than 50% but less than 75%