Barry Tripp is a registered investment advisor at Supreme Alliance LLC, based in Georgetown, TX, with 43 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 78 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SALLC offers managed account programs where clients pay a single fee for portfolio management services. The fees are calculated quarterly. SALLC representatives customize investment portfolios based on the client's risk tolerance and investment objectives. SALLC has full discretion over client accounts, but clients can limit this authority in writing. The minimum initial investment is $25,000.
Location
Georgetown, TX
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Regulatory History
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
Barry is an Executive National VP with Freedom Equity Group (FEG), an independent marketing organization for life and annuity insurance companies, since 2013. Besides his own sales, he recruits, trains, and develops new agents, dedicating about half his time to this role.
Employment History
Current Registrations
Supreme Alliance LLC
Supreme Alliance LLCBroker
Supreme Alliance LLC
Previous Registrations
Next Financial Group, INC.Broker
Next Financial Group, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Mariner Financial Services, INC.Broker
PFS Investments INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.