DT
DT

Darryl Trimble

15 Years of Experience
Marietta, GA

Darryl Trimble is a registered investment advisor at Wealth Mgt Group of Georgia, based in Marietta, GA, with 15 years of industry experience. Darryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

269 Lawrence St, Marietta, GA, 30060

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Wealth Mgt Group of Georgia
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Wealth Mgt Group of Georgia
January 2021 - December 2023 · 2 yrs 11 mos
Wealth Mgt Group of Georgia
May 2020 - December 2020 · 7 mos
Changepath, LLC
November 2019 - January 2021 · 1 yr 2 mos
Wealth Management Group of Georgia
August 2018 - December 2018 · 4 mos
Corecap Advisors
February 2016 - April 2018 · 2 yrs 2 mos
Corecap Investments, INC.Broker
January 2016 - April 2018 · 2 yrs 3 mos
Wells Fargo Advisors, LLC
December 2013 - January 2016 · 2 yrs 1 mo
Wells Fargo Advisors, LLCBroker
December 2013 - January 2016 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2012 - December 2013 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2012 - December 2013 · 1 yr 4 mos
Edward Jones
August 2009 - July 2012 · 2 yrs 11 mos
Edward JonesBroker
March 2009 - July 2012 · 3 yrs 4 mos
State Registrations1 state
GA
Advisor

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Exams
No exam information available for this advisor.