Larry B. Bell

TRINITY LEGACY PARTNERS

Houston, TX 77046

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CRD#: 2218553

Professional summary

Larry Breck Bell, CFP®, ChFC®, who also goes by Larry Bell, is a registered financial advisor currently at TRINITY LEGACY PARTNERS, LLC located in Houston, Texas.

Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Larry has worked at 6 firms and has passed the Series 66, Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Larry Bell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. LIFETREE FINANCIAL, LLC. THE BUSINESS IS FINANCIAL PLANNING RELATED. THE ADDRESS IS 2010 WALNUT GREEN DRIVE, HOUSTON, TX 77062. THE NATURE OF THE BUSINESS IS PUBLISHING EDUCATIONAL MATERIAL ON FINANCIAL STEWARDSHIP. MY POSITION IS MANAGING MEMBER. THE BUSINESS WAS ESTABLISHED IN DECEMBER 2013. I WILL NOT BE DEVOTING TIME TO THIS DURING BUSINESS HOURS. MY DUTIES THAT WOULD BE RELATED TO THE OTHER BUSINESS WOULD INCLUDE WRITING, PUBLISHING, CONSULTING AND PUBLIC SPEAKING. 2. OWNER OF TRINITY LEGACY ALTERNATIVE STRATEGIES, LLC, A WHOLLY OWNED SUBSIDIARY OF TRINITY LEGACY PARTNERS, LLC. TRINITY LEGACY ALTERNATIVE STRATEGIES, LLC IS THE GENERAL PARTNER OF TRINITY LEGACY DYNAMIC OPTIONS FUND I, LP., INVESTMENT RELATED, APPROXIMATELY 10 HOURS PER MONTH. 3. VOLUNTEER BOARD POSITION WITH CLEAR CREEK COUNSELING (501c3), NOT INVESTMENT RELATED, APPROXIMATELY 8 HOURS PER MONTH. 4. MR. BELL IS LICENSED BY THE TEXAS DEPARTMENT OF INSURANCE AS A GENERAL LINES AGENT FOR LIFE, ACCIDENT, HEALTH AND HMO. START DATE 2010. 0 HOURS PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Breck Bell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

ChFC^®

Chartered Financial Consultant

Experience

Current

September 26, 2014 - Present

TRINITY LEGACY PARTNERS, LLC

Office #1: 24 Greenway Plaza Suite 546, Houston, TX 77046

RIA

CRD#: 159179

Houston, TX

Past

July 20, 2012 - January 9, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

HOUSTON, TX

Past

July 20, 2012 - January 9, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

HOUSTON, TX

Past

January 3, 2012 - June 22, 2012

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

HOUSTON, TX

Past

January 3, 2012 - June 22, 2012

FSC SECURITIES CORPORATION

CRD#: 7461

HOUSTON, TX

Past

November 16, 2010 - December 23, 2011

BBVA COMPASS INVESTMENT SOLUTIONS, INC

CRD#: 17086

BIRMINGHAM, AL

Past

March 9, 2010 - June 19, 2012

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA

CRD#: 110476

HOUSTON, TX

Past

March 5, 2010 - October 27, 2010

FSC SECURITIES CORPORATION

CRD#: 7461

HOUSTON, TX

Past

November 13, 2009 - February 19, 2010

BBVA COMPASS INVESTMENT SOLUTIONS, INC

CRD#: 17086

HOUSTON, TX

Past

December 17, 2002 - October 21, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

HOUSTON, TX

Past

March 26, 2001 - October 21, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRINITY LEGACY PARTNERS, LLC

CRD#: 159179 / SEC#: 801-110643

RIA

Registered Investment Advisory firm - (5/24/2017 Approved)

Texas

Registered Investment Advisory firm - (5/25/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(9/26/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/16/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/2/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/23/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/21/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/1/2007

General Securities Principal Examination

Current Firm

TRINITY LEGACY PARTNERS, LLC

CRD#: 159179 / SEC#: 801-110643

RIA

Registered Investment Advisory firm - (5/24/2017 Approved)

Texas

Registered Investment Advisory firm - (5/25/2017 Terminated)

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Contact information

Main Address

24 Greenway Plaza Suite 546, Houston, TX 77046

Mailing Address

Phone number

(713) 999-8053

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRINITY LEGACY PARTNERS, LLC ADV PART 2A BROCHURE (7/7/2025)

Regulatory assets under management

Total Number of Accounts	854
AUM (Assets Under Management)	$ 460,391,294

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Larry B. Bell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Breck Bell's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

BBVA COMPASS INVESTMENT SOLUTIONS, INC

PNC MANAGED ACCOUNT SOLUTIONS, INC.

FSC SECURITIES CORPORATION

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

TRINITY LEGACY PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/16/2002

Series 63

Date: 7/2/1992

Series 7

Date: 3/23/2001

Series 6

Date: 2/21/1992

Series 24

Date: 6/1/2007

Current Firm

TRINITY LEGACY PARTNERS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRINITY LEGACY PARTNERS, LLC

TRUST BUT VERIFY

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