John Paul Wilkinson Iii
CIMA®Professional Summary
John Paul Wilkinson III, CIMA®, who also goes by Trey Wilkinson, John Paul Wilkinson III, is a registered financial advisor currently at TRINITY LEGACY PARTNERS, LLC located in Houston, Texas. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. John has worked at 5 firms and has passed the Series 65, Series 66, Series 63, Series 7, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Trey Wilkinson, John Paul Wilkinson Iii
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
TRINITY LEGACY PARTNERS, LLC
Contact Information
Main Address
24 Greenway Plaza Suite 546, Houston, TX 77046Phone Number
(713) 999-8053# of Employees
7SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
904AUM (Assets Under Management)
$521,173,391Similar Advisors
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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.
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Primary Firm SEC Registration
TRINITY LEGACY PARTNERS, LLC
State Registrations and Notice Filings
(12/5/2011)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1997About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Aug 1998About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view John Paul Wilkinson III's CRS (Customer Relationship Summary).
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