Haley B. Bevers

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CRD#: 5064685

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Haley Breaun Bevers, CFP® was a registered financial professional .

Haley is a previously registered financial professional and started their career in finance in 2005. Haley had worked at 7 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Experience

Past

December 13, 2010 - September 8, 2015

TRINITY PORTFOLIO ADVISORS, LLC

RIA

CRD#: 151721

LUBBOCK, TX

Past

July 20, 2010 - November 9, 2010

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

LUBBOCK, TX

Past

June 30, 2010 - November 9, 2010

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

LUBBOCK, TX

Past

October 1, 2008 - April 16, 2009

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

FORT WORTH, TX

Past

October 1, 2008 - April 16, 2009

J.P. MORGAN SECURITIES LLC

CRD#: 79

FORT WORTH, TX

Past

July 31, 2007 - October 1, 2008

J.P. MORGAN SECURITIES INC.

RIA

CRD#: 18718

FORT WORTH, TX

Past

July 31, 2007 - October 1, 2008

J.P. MORGAN SECURITIES INC.

CRD#: 18718

FORT WORTH, TX

Past

March 6, 2007 - July 10, 2007

OSAIC FA, INC.

CRD#: 3978

DALLAS, TX

Past

February 12, 2007 - July 10, 2007

OSAIC FA, INC.

RIA

CRD#: 3978

DALLAS, TX

Past

November 17, 2005 - April 18, 2006

LEE FINANCIAL COMPANY, LLC

RIA

CRD#: 105910

DALLAS, 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 PORTFOLIO ADVISORS, LLC

CRD#: 151721 / SEC#: 801-70663

RIA

Registered Investment Advisory firm - (10/21/2009 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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

Series 63

Date: 4/3/2007

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/15/2005

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 3/5/2007

General Securities Representative Examination

Current Firm

TRINITY PORTFOLIO ADVISORS, LLC

CRD#: 151721 / SEC#: 801-70663

RIA

Registered Investment Advisory firm - (10/21/2009 Approved)

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Contact information

Main Address

121 Countryside Court Suite 140, Southlake, TX 76092

Mailing Address

Phone number

(817) 416-7227

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRINITY PORTFOLIO ADVISORS, LLC DISCLOSURE BROCHURE (3/10/2025)

Regulatory assets under management

Total Number of Accounts	1,268
AUM (Assets Under Management)	$ 488,219,840

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/22/2025	Cover Page	Report
09/13/2024	Cover Page	Report
10/27/2023	Cover Page	Report
01/26/2023	Cover Page	Report

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

Haley B. Bevers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES INC.

J.P. MORGAN SECURITIES INC.

OSAIC FA, INC.

OSAIC FA, INC.

LEE FINANCIAL COMPANY, LLC

Primary Firm SEC Registration

TRINITY PORTFOLIO ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/3/2007

Series 65

Date: 11/15/2005

Series 7

Date: 3/5/2007

Current Firm

TRINITY PORTFOLIO ADVISORS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRINITY PORTFOLIO ADVISORS, LLC

TRUST BUT VERIFY

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