Darryl L. Trimble
Professional summary
Darryl Lamar Trimble is a registered financial advisor currently at WEALTH MGT GROUP OF GEORGIA located in Marietta, Georgia.
Darryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Darryl has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Darryl Lamar Trimble's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 27, 2024 - Present
WEALTH MGT GROUP OF GEORGIA
Office #1: 269 Lawrence St, Marietta, GA 30060January 29, 2021 - December 31, 2023
WEALTH MGT GROUP OF GEORGIA
May 15, 2020 - December 31, 2020
WEALTH MGT GROUP OF GEORGIA
November 5, 2019 - January 25, 2021
CREATIVEONE WEALTH, LLC
August 8, 2018 - December 31, 2018
WEALTH MANAGEMENT GROUP OF GEORGIA
February 16, 2016 - April 2, 2018
CORECAP ADVISORS
January 13, 2016 - April 2, 2018
CORECAP INVESTMENTS, LLC
December 20, 2013 - January 20, 2016
WELLS FARGO CLEARING SERVICES, LLC
December 19, 2013 - January 20, 2016
WELLS FARGO CLEARING SERVICES, LLC
August 7, 2012 - December 18, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 6, 2012 - December 18, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 12, 2009 - July 27, 2012
EDWARD JONES
March 4, 2009 - July 27, 2012
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/27/2024)
Exams
Current Firm
WEALTH MGT GROUP OF GEORGIA
CRD#: 309376 / SEC#:
Contact information
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