Brian Trimble
Brian Trimble is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sun City West, AZ, with 22 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
13801 W Camino Del Sol, Sun City West, AZ, 85375
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2011Other 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
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward JonesBroker
State Registrations36 states
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.