AT
CFP
AT
CFP

Allen Bradley Trim

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningSocially Responsible InvestingFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
220 clients
Average Client Portfolio
$877K average
Assets Under Management
$192.9M

Fee Structure

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Location

4660 La Jolla Village Drive, Suites 100 & 200, San Diego, CA, 92122

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Allen works full-time as a Strategy Manager at ResMed, a medical device manufacturer, focusing on long-term planning and strategic initiatives. Allen also owns and manages a rental property, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Blue Summit Wealth Management
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
Cetera Advisors LLC
March 2012 - June 2018 · 6 yrs 3 mos
Cetera Advisors LLCBroker
March 2012 - June 2018 · 6 yrs 3 mos
Pacific West Financial Consultants INC
May 2010 - February 2012 · 1 yr 9 mos
Pacific West Securities, INC.Broker
April 2010 - February 2012 · 1 yr 10 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Allen Bradley Trim - Financial Advisor | TrueAdvisor