Carson Dean Chambers
Investment adviser representative at Trinity Strategic Wealth
9 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
9 years in the industry.
- Cabot Lodge Securities LLCNov 2025 to now
- Trinity Strategic WealthSep 2024 to now
- Tulsa Wealth AdvisorsSep 2024 to now
- Raymond James Financial Services Advisors, IncMay 2025 to Oct 2025
- Raymond James Financial Services, Inc.Sep 2024 to Oct 2025
- Backyard DepotJan 2024 to Sep 2024
- Tulsa Wealth AdvisorsJun 2023 to Jul 2023
- Backyard DepotMay 2022 to Aug 2022
- AmazonMay 2021 to Aug 2021
- The University of OklahomaAug 2020 to Dec 2023
- QuiktripFeb 2020 to Aug 2020
- Bixby High SchoolAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7945603
- Firm CRD
- 337956