Joseph
Trimble
Root Financial Partners
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About this Advisor
Joseph Trimble is a financial advisor based in Leesburg, Virginia, working with Root Financial Partners. Joseph has previously held positions at Stem School And Academy, Yhb Wealth Advisors, Charles Schwab & Co., Inc, Savant Wealth Management, Root Financial Partners, and Splunk, Inc. Joseph has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Virginia. Currently, Joseph is part of Root Financial Partners, which operates out of Leesburg, Virginia. The firm has 15 employees and manages assets totaling $399.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Root Financial Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Root Financial Partners Brokerage Details
$399,221,544
15
1,229
$324,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Joseph Trimble Work History
Root Financial Partners
Splunk, Inc
Savant Wealth Management
Yhb Wealth Advisors
Charles Schwab & Co., Inc
Stem School And Academy
Disclosures
Please visit the SEC profile of Joseph Trimble to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Root Financial Partners
Phoenix, AZ
Solana Beach, CA
Solana Beach, CA
Solana Beach, CA
Solana Beach, CA
Knoxville, TN
Mckinney, TX
Leesburg, VA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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