Joseph TrimbleCRD Number: 6691419
Current Firm: Savant Wealth Management
Joseph Trimble (CRD# 6691419) is an Investment Advisor Representative working at Savant Wealth Management in Mclean, VA and has over 5 years of experience in the finance industry. Joseph Trimble 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.
David Wealth Management, LLC
Capital One Investing, Inc.
Equitable Advisors, LLC
|Savant Wealth Management||Mclean, VA||Feb 2021 - Current||< 1|
|Yhb Wealth Advisors||Leesburg, VA||Aug 2018 - Jan 2021||2|
|Unemployed||Littleton, CO||Jun 2018 - Aug 2018||< 1|
|Charles Schwab & Company, Inc.||Lone Tree, CO||Aug 2016 - Jun 2018||1|
|Stem School And Academy||Highlands Ranch, CO||Jul 2013 - Jul 2016||3|
|Colorado Christian University||Lakewood, CO||Sep 2012 - Jul 2013||< 1|
|Unemployed, Seeking Employement||Littleton, CO||Dec 2011 - Sep 2012||< 1|
|Baylor University||Waco, TX||Aug 2010 - Dec 2011||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2016|
|S66||NASAA Uniform Combined State Law Examination||Apr 2018|
Total Assets Under Management10,318MILLIONS
Total Number of Accounts6,938ACCOUNTS
Average Account Value$1,487,133
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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