Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Dennis Trimble is a financial advisor with over 20 years of experience in the industry. Brian has been with Raymond James Financial Services Advisors, Inc. since 2010 and has a broad range of experience. Brian is a registered representative in 32 states and a registered investment advisor in Texas. Brian provides a variety of financial services to individuals and businesses, including financial planning, portfolio management, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
AZ
06/24/2013 - Present
Raymond James Financial Services Advisors, Inc. (SUN CITY WEST AZ)
AZ
08/05/2003 - 09/03/2010
EDWARD JONES (SURPRISE AZ)
BC
Issued 08/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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