Carson Chambers
Advisor at Trinity Strategic Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Trinity Strategic Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Tulsa, OK 74136
Credentials
Series 66
Industry experience
1 year
Carson Chambers is a financial advisor at Trinity Strategic Wealth with one year of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc. and Tulsa Wealth Advisors. Chambers has also held roles outside of finance, including employment at Amazon and Backyard Depot. Trinity Strategic Wealth provides personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals and entities such as family offices, trusts, and private foundations. The firm employs a top-down investment process based on a six-factor market forecast and utilizes a broad range of securities, including mutual funds, ETFs, equities, and alternative investments.
Based on Trinity Strategic Wealth
Based on Trinity Strategic Wealth
Commission-based compensation earned by certain advisory persons for insurance products and securities transactions through an affiliated broker-dealer
Account minimum: $25,000 Fee-only: Fixed fee up to $15,000 for financial planning only clients
1375 E. 71 St Street
Tulsa, OK 74136
Oklahoma
Cabot Lodge Securities LLC
2025 - Present (1 year)
Trinity Strategic Wealth
2025 - Present (1 year)
Raymond James Financial
2025 - 2025 (1 year)
Tulsa Wealth Advisors
2024 - Present (2 years)
Trinity Strategic Wealth
2024 - 2025 (1 year)
Raymond James Financial Services, Inc.
2024 - 2025 (1 year)
Backyard Depot
2024 - 2024 (1 year)
Tulsa Wealth Advisors
2023 - 2023 (1 year)
Backyard Depot
2022 - 2022 (1 year)
Amazon
2021 - 2021 (1 year)
The University of Oklahoma
2020 - 2023 (3 years)
QuikTrip
2020 - 2020 (1 year)
Bixby High School
2016 - 2020 (4 years)
Bixby Middle School
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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