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Tricia Lynne Tripp

TRIPP FINANCIAL CONSULTANTS, INC.·ROCKVILLE, Maryland
SIE, Series 7, Series 24, Series 51, Series 63CFPClean record32 years registeredTRIPP FINANCIAL CONSULTANTS, INC.
2400 RESEARCH BLVD, ROCKVILLE, MD 20850-6215CRD# 2528549Firm CRD# 110794

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tricia Lynne Tripp · ROCKVILLE, MD
Registration
CRD #2528549 · TRIPP FINANCIAL CONSULTANTS, INC. · 32 years registered
Brand Profile
Not yet started
01

Career History

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Dec 2021 – present
TRIPP FINANCIAL CONSULTANTS, INC.
Jan 1994 – Feb 2022
DICKERSON, MD
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 51
Series 63
Registration record
First registered · January 15, 1994
Years registered · 32
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRIPP FINANCIAL CONSULTANTS, INC.
CRD 110794 · SEC 801-20798
AUM
$66M
Regulatory assets under management
Employees
6
448 client accounts
Services offered by TRIPP FINANCIAL CONSULTANTS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at TRIPP FINANCIAL CONSULTANTS, INC. →
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05

Frequently Asked Questions

What services does Tricia Lynne Tripp offer?
Tricia Lynne Tripp specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKVILLE, Maryland for a consultation.
What are Tricia Lynne Tripp's credentials?
Tricia Lynne Tripp holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Tricia Lynne Tripp located?
Tricia Lynne Tripp is based in ROCKVILLE, Maryland, working with TRIPP FINANCIAL CONSULTANTS, INC.. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.
How does Tricia Lynne Tripp charge for services?
Tricia Lynne Tripp's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party adviser/manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRIPP FINANCIAL CONSULTANTS, INC.?
TRIPP FINANCIAL CONSULTANTS, INC. has approximately 6 employees and manages $66M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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