Timothy Morand

from Trinity Portfolio Advisors, LLC
SEC regulated
Regulated Investment Advisor
Timothy Morand is a financial advisor based in Texas, Southlake, with 38 years of experience. Timothy currently works for Trinity Portfolio Advisors, LLC. Timothy maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Timothy Morand works at Trinity Portfolio Advisors, LLC
Trinity Portfolio Advisors, LLC is a financial advisory firm based in Southlake, Texas. It currently has approximately $290,353,000 of assets under management and employs about 10 people. Trinity Portfolio Advisors, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
6 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
121 Countryside Court, Suite 140, Southlake, Texas, 76092

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