Steven Tripp
Steven Tripp is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Avon, CT, with 12 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
40 Tower Lane, Avon Park South, Avon, CT, 06001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven owns rental real estate since 1985, dedicating about 10-20% of his time. He also acts as trustee and executor for the Tripp Family Trust and supports his mother as POA, spending about 10-20% of his time on these duties.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations2 states
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