Trina Coltrain
Trina Coltrain is a registered investment advisor at Founders Financial Alliance, LLC, based in Raleigh, NC, with 17 years of industry experience. Trina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 3,918 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable up to 2%.
Fee Estimator
Location
9212 Falls of Neuse Rd., Suite 221, Raleigh, NC, 27615
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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 Activities
Trina is a registered investment advisor hybrid with Founders Financial Alliance, LLC since 2016, spending about half of her time there. She also operates under the DBA Founders Wealth and Founders Wealth Advisors, dedicating minimal time to these activities.
Employment History
Current Registrations
Founders Financial Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial CorporationBroker
Invest Financial Corporation
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
State Registrations11 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.