seller-profile

Jim Lepp

Trinity Financial Planning
1530 Habersham Place

Cumming , GA 30041

4044342904

Connect with Jim

General Information

Firm Start Year

2019

No.of Employees

1

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelor of Science - Business Logistics and Transportation Management

Ohio State University
1978 -1984

CFP Certificate - Personal Financial Planning

Oglethorpe University
2011 -2012

Disclaimer

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. Trinity Financial Planning and Cambridge Investment Research, Inc. are not affiliated companies.