Jeffrey Guella is a CFP-designated registered investment advisor, based in Dallas, TX, with 21 years of industry experience.
Location
Dallas, 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
Jeffrey is an investment advisor and president at Trinity Financial Services, dedicating nearly full-time hours to this role. He also engages in various other activities, including rental property management, fixed insurance sales, volunteer work, and passive real estate investment, each requiring minimal time.
Employment History
Current Registrations
Mutual Securities, INC.
Mutual Securities, INC.Broker
Trinity Financial Services, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Waterstone Financial Group, INC.Broker
Michigan Securities, INC.Broker
State Registrations16 states
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.