Breion Rollins is a registered investment advisor at Trg Financial, based in Houston, TX, with 6 years of industry experience. Breion operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
7800 Amelia Rd, Houston, TX, 77055
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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
Breion is a partner and blog writer for Creators Guild HTX since 2017. This non-investment related activity takes minimal time each month.
Employment History
Current Registrations
Trg Financial
Previous Registrations
Multnomah Group, INC.
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.