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John Allen Chalk

Founder/CcoTrinity Portfolio Advisors, LLCCRD 4266208

About John Allen Chalk

John Allen Chalk is listed as Founder/Cco at Trinity Portfolio Advisors, LLC in Southlake, TX. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Trinity Portfolio Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does John Allen Chalk work?

John Allen Chalk is listed as Founder/Cco at Trinity Portfolio Advisors, LLC on SEC Form ADV.

How much of Trinity Portfolio Advisors, LLC does John Allen Chalk own?

Form ADV reports a beneficial ownership band of Over 75%.

Trinity Portfolio Advisors, LLC

TitleFounder/Cco
OwnershipOver 75%
Control personYes
Since2009