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James Edward Trimble

Homrich Berg

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About James Edward Trimble

James Edward Trimble is a financial advisor with Homrich Berg, based in Atlanta, Georgia. James has been in the industry since 1993, and has held both Series 7 and Series 6 registrations. James earned the Series 63 in 2014 and holds a Certified Financial Planner designation. James has been with Homrich Berg since 2019 and has experience working with individuals, high-net-worth individuals, investment companies, corporations, and charitable organizations.

Firm Information

James Trimble is currently registered with Homrich Berg. Homrich Berg is a family office and wealth management firm headquartered in Atlanta, GA. They provide a comprehensive suite of financial services including financial planning, portfolio management, and bill pay services. With over 15 billion dollars in regulatory assets under management, they serve a variety of clients including individuals, families, businesses, institutions, and charitable organizations.
Homrich Berg

3550 LENOX RD

ATLANTA, GA 30326

$15.20B

Assets Under Management

Not reported

Total Clients

68

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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bill pay services

Bill pay services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Trimble’s Registration & Firm History

GA

11/08/2021 - Present

Homrich Berg (ATLANTA GA)

GA

11/19/2014 - 10/02/2019

M HOLDINGS SECURITIES, INC. (ATLANTA GA)

NA

08/06/1993 - 08/01/1994

MIMLIC SALES CORPORATION

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Licenses & Designations

BC

Issued 12/22/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/05/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Edward Trimble.
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