BT
BT
Brian Trimble
23 Years of Experience
Sun City West, AZ
1 DisclosureBrokerSells Insurance
Brian Trimble is a registered investment advisor, based in Sun City West, AZ, with 23 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold.
Location
13801 W Camino Del Sol,, Sun City West, AZ, 85375
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2011Denied
Other Business ActivitiesSells Insurance
Brian is involved in several business activities, including Border Reivers Investments, LLC (personal investment), BT Financial and Primary AZ Financial (support companies), and IALA Properties, LLC. He also works as an agent for non-variable insurance products, dedicating a few hours per week.
Employment History
Current Registrations
Fortune Financial Services, INC.
April 2026 - Present · 6 mos
Fortune Financial Services, INC.Broker
April 2026 - Present · 6 mos
Oneseven
April 2026 - Present · 6 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
June 2013 - April 2026 · 12 yrs 10 mos
Raymond James Financial Services, INC.Broker
September 2010 - April 2026 · 15 yrs 7 mos
Edward JonesBroker
August 2003 - September 2010 · 7 yrs 1 mo
State Registrations4 states
AZMIMNTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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