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Mark Trimble

48 Years of Experience
Little Rock, AR
Broker

Mark Trimble is a registered investment advisor at Raymond James & Associates, INC., based in Little Rock, AR, with 48 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

12921 Cantrell Road, Suite 400, Little Rock, AR, 72223

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
October 2024 - Present · 1 yr 9 mos
Raymond James & Associates, INC.Broker
October 2024 - Present · 1 yr 9 mos
Previous Registrations
Stephens
August 2001 - November 2024 · 23 yrs 3 mos
StephensBroker
November 1977 - November 2024 · 47 yrs
State Registrations25 states
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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.