AH
Annette C. Hamil
TRINITY PORTFOLIO ADVISORS
Southlake, TX 76092
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CRD#: 5753783
AH
Professional summary
Annette Christine Hamil, who also goes by Annette C Hamil, Annette Christine Thompson, is a registered financial advisor currently at TRINITY PORTFOLIO ADVISORS, LLC located in Southlake, Texas.
Annette is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Annette has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Annette C Hamil | Annette Christine Thompson
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.
ANNETTE THOMPSON: N; ADD: 121 COUNTRYSIDE CT, SOUTHLAKE, TX 76092; NATURE: TRADITIONAL INSURANCE POS: AGENT START DATE:06/2005 NO.HR/MO:5-10; NO. HR/MO DURING SEC TRADING: 5-10; DUTIES: SALES AND SERVICE OF LIFE, FA, HEALTH, DI .
CRS (Client Relationship Summary) - RIA
Click below to view Annette Christine Hamil's 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®
NoneExperience
Current
March 15, 2011 - Present
TRINITY PORTFOLIO ADVISORS, LLC
Office #1: 121 Countryside Court Suite 140, Southlake, TX 76092RIA
CRD#: 151721
Southlake, TX
Past
February 19, 2010 - December 7, 2010
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
WICHITA, KS
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".
TP
TRINITY PORTFOLIO ADVISORS, LLC
ADAMI, LINDSEY & COMPANY, LLP | VOGEL FINANCIAL GROUP | TRINITY PORTFOLIO ADVISORS, LLC | TRINITY LS INVESTMENTS, LLC | TRINITY LS FUND III | TRINITY 2015 LS FUND | TRINITY 2014 LS FUND | THE M GROUP | TEXOMA FINANCIAL SERVICES, LP | RYLANDER, CLAY & OPITZ | PRIDE FINANCIAL ADVISORS | PATTON FINANCIAL SERVICES | NVEST WEALTH MANAGEMENT | HAYDEN FINANCIAL PARTNERS | GOLLOB, MORGAN & PEDDY FINANCIAL SERVICES | FREE4HIM, LLC | FORD & JOSLIN, LLC | FERGUSON OBERST WEALTH MANAGEMENT | ESTRADA WEBB & ASSOCIATES | COVENANT FAMILY FINANCIAL | CHALK, CULLUM & ASSOCIATES | CHALK CULLUM WEALTH MANAGEMENT, LLC | ALLEN WEALTH 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.
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(3/15/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
TP
TRINITY PORTFOLIO ADVISORS, LLC
ADAMI, LINDSEY & COMPANY, LLP | VOGEL FINANCIAL GROUP | TRINITY PORTFOLIO ADVISORS, LLC | TRINITY LS INVESTMENTS, LLC | TRINITY LS FUND III | TRINITY 2015 LS FUND | TRINITY 2014 LS FUND | THE M GROUP | TEXOMA FINANCIAL SERVICES, LP | RYLANDER, CLAY & OPITZ | PRIDE FINANCIAL ADVISORS | PATTON FINANCIAL SERVICES | NVEST WEALTH MANAGEMENT | HAYDEN FINANCIAL PARTNERS | GOLLOB, MORGAN & PEDDY FINANCIAL SERVICES | FREE4HIM, LLC | FORD & JOSLIN, LLC | FERGUSON OBERST WEALTH MANAGEMENT | ESTRADA WEBB & ASSOCIATES | COVENANT FAMILY FINANCIAL | CHALK, CULLUM & ASSOCIATES | CHALK CULLUM WEALTH MANAGEMENT, LLC | ALLEN WEALTH ADVISORS, LLC
CRD#: 151721 / SEC#: 801-70663
RIA
Registered Investment Advisory firm - (10/21/2009 Approved)Upgrade to AdvisorCheck Premium
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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
15
SEC notice filing (15 States and Territories)
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 | ||
| 09/13/2024 | ||
| 10/27/2023 | ||
| 01/26/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
