Tricia Tripp
Tricia Tripp is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dickerson, MD, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
16621 Comus Road, Dickerson, MD, 20842
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tricia owns Fox Hollow Farm LLC, an agricultural business, and also owns rental real estate. She is also an officer at Tripp Financial Consultants, Inc., where she dedicates about half of her time as owner and financial advisor, and spends minimal time on long-term care insurance.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Tripp Financial Consultants, INC.
State Registrations17 states
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