Tripp Financial Consultants, Inc.
Tripp Financial Consultants, Inc. (CRD# 110794) is a financial advisory firm headquartered in Rockville, MD. They manage $97,456,305 in 456 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management97MILLION
Total Number of Accounts456ACCOUNTS
Average Account Value$213,720
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
DC, MD, VA
Tricia Tripp (CRD# 2528549) is an Investment Advisor Representative working at Tripp Financial Consultants, Inc. in Rockville, MD and has over 22 years of experience in the finance industry. Tricia Tripp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.