Patrick Trimp is a CFP-designated registered investment advisor at LPL Financial LLC, based in Idaho Falls, ID, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1355 Fremont Ave, Idaho Falls, ID, 83402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick operates Trimp Wealth Management, Inc. as a DBA for his LPL business, dedicating nearly full-time hours to it. He also owns rental real estate, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Nations Financial Group, INC.
Nations Financial Group, INC.Broker
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Edward Jones
Edward JonesBroker
State Registrations30 states
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