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Joseph Thomas Trimble

Root Financial Partners

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About Joseph Thomas Trimble

Joseph Trimble is a financial advisor based in Leesburg, VA. He is a Certified Financial Planner™ professional with over 10 years of experience in the financial services industry. Joseph Trimble is currently registered with Root Financial Partners. Previously, he was registered with Charles Schwab & Co., Inc.. Joseph Trimble has a strong background in financial planning, portfolio management and retirement planning. He is committed to helping clients achieve their financial goals.

Firm Information

Joseph Trimble is currently registered with Root Financial Partners. Root Financial Partners is an investment advisor headquartered in ENCINITAS, CA. The firm has 9 investment advisor representatives and manages $399,221,544 in regulatory assets under management. Root Financial Partners provides financial planning, portfolio management for individuals, selection of other advisors, and pension consulting services to individuals, high-net-worth individuals, and pension and profit-sharing plans.
Root Financial Partners

1106 2ND STREET

ENCINITAS, CA 92024

$399.22M

Assets Under Management

Not reported

Total Clients

14

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 individuals

Personalized portfolio management to meet individual financial objectives.

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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Joseph Trimble’s Registration & Firm History

VA

08/24/2023 - Present

Root Financial Partners (Leesburg VA)

CO

09/07/2016 - 07/05/2018

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

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Licenses & Designations

BOTH

Issued 04/09/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/13/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Thomas Trimble.
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