JC
JC

John Allen Chalk

24 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersCharitable GivingFinancial Planning & CoachingTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
736 clients
Average Client Portfolio
$663K average
Assets Under Management
$488.2M

Fee Structure

Minimum Investment:$7.5K
Loading...

Location

121 Countryside Court, Suite 140, Southlake, TX, 76092

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

John sells traditional life insurance and services existing EIA contracts. He also manages real estate investments, private placements, and serves as a board member for a holding company, dedicating minimal time to each activity.

Employment History
Current Registrations
Trinity Portfolio Advisors, LLC
January 2010 - Present · 16 yrs 1 mo
Previous Registrations
MML Investors Services, INC.
November 2000 - December 2009 · 9 yrs 1 mo
State Registrations2 states
SCTX
Advisor
Exams
No exam information available for this advisor.