James Barry Evens
Investment adviser representative at Trinity Wealth Advisors LLC
29 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$281.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Trinity Wealth Securities, LLCJan 2001 to now
- Trinity Wealth Advisors LLCOct 1997 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Trinity Wealth Advisors LLC
Legal name: Trinity Wealth Advisors, L.L.C.
$281.5MAssets managed
132Clients
3Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1818374
- Firm CRD
- 109452