William Ford
from Trinity Portfolio Advisors, LLC
William Ford is a financial advisor based in Texas, Southlake, with 37 years of experience. William currently works for Trinity Portfolio Advisors, LLC. William 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.
- 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
William Ford 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
18 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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