Trinity Elaine Grall
Investment adviser representative at LPL Financial LLC
30 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
- Seminars and workshops
Experience
30 years in the industry.
- LPL Financial LLCMay 2025 to now
- Gem Financial ServicesAug 2022 to now
- Walden Country ClubApr 2019 to now
- Grove Point Advisors, LLCJul 2022 to May 2025
- Grove Point Investments, LLCJul 2022 to May 2025
- Commonwealth Financial NetworkSep 2021 to Jul 2022
- Grove Point Advisors, LLCApr 2021 to Sep 2021
- Grove Point Investments, LLCApr 2021 to Sep 2021
- Potomac Wealth Advisors, LLCFeb 2021 to Sep 2021
- H. Beck, Inc.Aug 1996 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (MD).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 2792590
- Firm CRD
- 6413