TM
TM

Trey Reid Mcwilliams

4 Years of Experience
Sells Insurance
Areas of Practice
Insurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
258 clients
Average Client Portfolio
$141K average
Assets Under Management
$36.3M
Loading...

Location

1800 W. Loop S Suite 1800, Houston, TX, 77027

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Trey sells life insurance products through Multiple Carriers/Fitzpatrick Group, dedicating full-time hours to this activity. He is also a minority owner of a real estate company that rents single-family properties.

Employment History
Current Registrations
Tip Group LLC
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
On Investment Management CO
March 2022 - June 2022 · 3 mos
The O.N. Equity Sales CompanyBroker
January 2022 - June 2022 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1989 - March 1990 · 1 yr
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.