FFP Scorecard & Questionnaire | Trinity Strategic Wealth

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THE FINANCIAL FREEDOM PROCESS™

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SCORECARD

1375 E. 71st St., Tulsa, OK 74136 Map & Directions

Phone: 918.492.2150Toll-Free: 800.970.9732

Check the background of the firm on Finra’s BrokerCheck.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only, Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites of their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Privacy Notice.

Trinity Strategic Wealth is not a registered broker-dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Member FINRA/SIPC.

Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Diversification and asset allocation do not ensure a profit or protect against a loss.

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