Christian Guella
Christian Guella is a CFP-designated registered investment advisor at Trinity Financial Services, INC., based in Dallas, TX, with 7 years of industry experience. Christian 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 2 more. Their firm serves 131 clients with $92M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Trinity Financial Services offers investment management through a wrap fee program, detailed in a separate document. They also manage variable annuities and variable life products, with fees not exceeding 2.25% of the amount you invest. These fees are negotiable, and accounts within the same household may be combined for a reduced fee. You can end the agreement with 30 days' notice and receive a refund for services not provided.
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
Christian is a Vice-President at Trinity Financial Services, an RIA, and spends about three-quarters of his time there. He also works as an independent insurance agent and an ICU nurse, dedicating minimal time to insurance sales and nearly full-time hours to nursing.
Employment History
Current Registrations
Trinity Financial Services, INC.
Mutual Securities, INC.
Mutual Securities, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations3 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.