Jeffrey Lee Mccain
Investment adviser representative at Trinity Portfolio Advisors, LLC
20 yearsExperience
1 stateRegistered in
$530.5MFirm assets
16 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 assetsFixed 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
20 years in the industry.
- Trinity Portfolio Advisors, LLCNov 2009 to now
- Massmutual Life Insurance CompanyDec 2006 to now
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
Trinity Portfolio Advisors, LLC
$530.5MAssets managed
622Clients
10Advisers
16 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
- 5281987
- Firm CRD
- 151721