Tri-Star Financial Employee Directory

Financial ServicesTexas, United States11-50 Employees

Tri-Star Financial is an independent broker-dealer based in Houston, Texas, specializing in fixed income solutions for investment advisors. With nearly two decades in fixed income markets, the firm offers advisors access to a diverse range of bond products and strategies, supported by industry knowledge and responsive client service. The company aims to provide timely, insightful guidance to help professionals address their clients' fixed income needs.

Positioned to support growth, Tri-Star combines trading expertise, client support, and portfolio management capabilities to improve efficiency and profitability for advisory practices. By enabling access to bond markets and leveraging specialist knowledge, the firm helps deepen client relationships and expand assets under management.

Find Tri-Star Financial employees' phone numbers or email addresses

Tri-Star Financial Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Tri-Star Financial's Leadership

  • Stylized image of a person
    D. B.
    Financial Principal
    Phone icon
  • Stylized image of a person
    D. B.
    Financial Principal
    Phone icon
  • Stylized image of a person
    T. P.
    Account Executive
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  • Stylized image of a person
    D. J.
    Municipal Bond Trader
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  • Stylized image of a person
    C. O.
    Cd Trader
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  • Stylized image of a person
    C. L.
    Sales Assistant
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  • Stylized image of a person
    C. M.
    Compliance Officer
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  • Stylized image of a person
    J. V.
    Investment Executive
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Tri-Star Financial Employee Metrics

100%
50%
0%
2026
2025
  • Entrepreneurship
  • Sales
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Consultant

Contact profiles from Tri-Star Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. B.
    Financial Principal
    Phone icon
    United StatesTexas
    May 28, 2026
  • Stylized image of a person
    D. B.
    Financial Principal
    Phone icon
    United StatesTexas
    Oct 21, 2024
  • Stylized image of a person
    T. P.
    Account Executive
    Phone icon
    United StatesTexas
    Nov 19, 2025
  • Stylized image of a person
    D. J.
    Municipal Bond Trader
    Phone icon
    United StatesTexas
    Oct 26, 2025
  • Stylized image of a person
    C. O.
    Cd Trader
    Phone icon
    United StatesTexas
    May 07, 2024
  • Stylized image of a person
    C. L.
    Sales Assistant
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    C. M.
    Compliance Officer
    Phone icon
    Jul 12, 2025
  • Stylized image of a person
    J. V.
    Investment Executive
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    P. G.
    Investment Consultant
    Phone icon
    United StatesTexas
    Feb 16, 2026

Frequently Asked Questions

What is Tri-Star Financial known for?

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Tri-Star Financial operates in the Financial Services industry. The company's main headquarters is located in Houston, Texas 77057 United States. Explore Tri-Star Financial's company overview page for more information.

What is Tri-Star Financial's most common email format?

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Tri-Star Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Tri-Star Financial email formats with LeadIQ.

How many employees does Tri-Star Financial have currently?

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Tri-Star Financial has approximately 20 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Tri-Star Financial's key employees and leadership?

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As of February 2026, Tri-Star Financial's key employees include:

  • Financial Principal: D. B.
  • Financial Principal: D. B.
  • Account Executive: T. P.
  • Municipal Bond Trader: D. J.
  • Cd Trader: C. O.

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