Unclaimed Profile

Robert Trimm

LEGACY WEALTH MANAGEMENT INC·MEMPHIS, Tennessee

Clean recordLEGACY WEALTH MANAGEMENT INC

6800 POPLAR AVENUE, MEMPHIS, TN 38138-7448CRD# 5539048Firm CRD# 108619

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Trimm · MEMPHIS, TN

Registration

CRD #5539048 · LEGACY WEALTH MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Trimm is a registered financial advisor based in MEMPHIS, Tennessee, affiliated with LEGACY WEALTH MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

LEGACY WEALTH MANAGEMENT INC

AUM

$2.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at LEGACY WEALTH MANAGEMENT INC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5539048

Firm CRD# 108619

View on FINRA BrokerCheck →

Looking for a financial advisor in MEMPHIS?

Browse all registered financial advisors in MEMPHIS, Tennessee or claim this profile if it's yours.

Browse MEMPHIS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert Trimm offer?

Robert Trimm specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MEMPHIS, Tennessee for a consultation.

What are Robert Trimm's credentials?

Robert Trimm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Trimm located?

Robert Trimm is based in MEMPHIS, Tennessee, working with LEGACY WEALTH MANAGEMENT INC. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.

How does Robert Trimm charge for services?

Robert Trimm's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEGACY WEALTH MANAGEMENT INC?

LEGACY WEALTH MANAGEMENT INC has approximately 21 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →