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Annette Christine Hamil

Investment adviser representative at Trinity Portfolio Advisors, LLC
16 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

16 years in the industry.

  1. Trinity Portfolio Advisors, LLCNov 2010 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010
  • Series 65 · Uniform Investment Adviser Law2011

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
5753783
Firm CRD
151721
Advisor's SEC record (opens in a new tab)
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