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Trey Reid Mcwilliams

4 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
11 advisors
Number of Clients
258 clients
Average Client Portfolio
$141K average
Assets Under Management
$36.3M

Fee Structure

This brochure provides information about Tyler Michael Bebault as a representative of TIP Group LLC. It does not contain any fee information. Please refer to the TIP Group LLC brochure for fee details.

Areas of Practice
Insurance Planning
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Advisor Information

Office location

1800 W. Loop S Suite 1800, Houston, TX, 77027

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Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Trey sells life insurance products through Multiple Carriers/Fitzpatrick Group, dedicating full-time hours to this activity. He is also a minority owner of a real estate company that rents single-family properties.

Employment History
Current Registrations
Tip Group LLC
September 2022 - Present · 3 yrs 4 mos
Previous Registrations
On Investment Management CO
March 2022 - June 2022 · 3 mos
The O.N. Equity Sales CompanyBroker
January 2022 - June 2022 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 1989 - March 1990 · 1 yr
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Trey Reid Mcwilliams - Financial Advisor | AdvisorDiscover