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CC

Carson D. Chambers

TRINITY STRATEGIC WEALTH
TULSA, OK 74136
Some features on this profile are disabled
CRD#: 7945603
CC

Professional summary

Carson Dean Chambers, who also goes by Carson Chambers, is a registered financial advisor currently at TRINITY STRATEGIC WEALTH located in Tulsa, Oklahoma.

Carson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Carson has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Carson Chambers

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.
Trinity Strategic Wealth Not investment related Tulsa, OK DBA/Support Company Advisor. 9/2024 0 hrs per month 0 hrs during trading hrs

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carson Dean Chambers'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®
None

Experience

Current

October 2, 2025 - Present

TRINITY STRATEGIC WEALTH

Office #1: 1375 E. 71st Street, Tulsa, OK 74136
RIA
CRD#: 337956
TULSA, OK
Past

May 15, 2025 - October 2, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Tulsa, OK
Past

January 14, 2025 - October 2, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
TULSA, OK

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
Oklahoma
(10/2/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/25/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/14/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/25/2024
Securities Industry Essentials Examination

Current Firm

TS
TRINITY STRATEGIC WEALTH
TRINITY STRATEGIC WEALTH | TULSA WEALTH ADVISORS, INC.

CRD#: 337956 / SEC#: 801-134209

RIA
Registered Investment Advisory firm - (8/27/2025 120-Day Approval)
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Contact information

Main Address
1375 E. 71st Street, Tulsa, OK 74136
Mailing Address
Phone number
(918) 492-2150
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (22 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRINITY STRATEGIC WEALTH FORM ADV PART 2A 7-2025 (10/22/2025)
TRINITY STRATEGIC WEALTH FORM ADV PART 2A APPENDIX 1 7-2025 (10/22/2025)
0

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.

Company Information

TRINITY STRATEGIC WEALTH

CRD#: 337956Tulsa, OK 74136

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