Andrew Kirk Locke
Investment adviser representative at Trinity Strategic Wealth
19 yearsExperience
1 stateRegistered in
$1.5BFirm assets
1 yearFirm 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
- Pension consulting
Experience
19 years in the industry.
- Cabot Lodge Securities LLCOct 2025 to now
- Trinity Strategic WealthSep 2023 to now
- Tulsa Wealth AdvisorsJul 2007 to now
- Tulsa Welath Advisors, LLCOct 2012 to Oct 2025
- Non-variable InsuranceJul 2012 to Jun 2019
- Raymond James Financial Services Advisors Inc.Jan 2009 to Oct 2025
- Raymond James Financial Services, IncJun 2008 to Oct 2025
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (OK).
Trinity Strategic Wealth
Legal name: Tulsa Wealth Advisors, Inc.
$1.5BAssets managed
1,763Clients
17Advisers
1 yearIn 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
- 5543637
- Firm CRD
- 337956