Annette Christine Hamil

Employer firm

Trinity Portfolio Advisors, LLC CRD 151721

$531M regulatory AUM 50 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → Present
  Trinity Portfolio Advisors, Llc
  Fort Worth, TX

Other Businesses

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 .

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-03-14
• S63 Uniform Securities Agent State Law Examination
  2010-03-06

Other Names

• Annette Christine Thompson
• Annette C Hamil
• Annette Christine Thompson