Coleen TrimbleCRD Number: 1182210
Current Firm: Demarche Associates Inc.
Coleen Trimble (CRD# 1182210) is an Investment Advisor Representative working at Demarche Associates Inc. in Overland Park, KS and has over 33 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Demarche Associates, Inc.||Overland Park, KS||Sep 1992 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1983|
Total Assets Under Management22,407MILLIONS
Total Number of Accounts60ACCOUNTS
Average Account Value$373,446,765
- Hourly charges
- Fixed fees (other than subscription fees)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Market timing services
- Educational seminars/workshops