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Allen Trim
from Blue Summit Wealth Management
Allen Trim is a financial advisor based in California, La Mesa,
with 16 years of experience. Allen currently works for
Blue Summit Wealth Management.
Allen maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Allen Trim works at Blue Summit Wealth Management
Blue Summit Wealth Management is a financial advisory firm based in La Mesa, California. It currently has approximately $171,993,779 of assets under management and employs about 3 people. Blue Summit Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
7 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
9001 Grossmont Blvd, #718, La Mesa, California, 91941
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