Trinity Joyce Plunk
Investment adviser representative at Advisors Asset Management, Inc.
23 yearsExperience
1 stateRegistered in
$2.2BFirm assets
22 yearsFirm in business
Are you Trinity Joyce Plunk? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
23 years in the industry.
- Advisors Asset Management, Inc.Apr 2022 to now
- Direct SupplyAug 2021 to Apr 2022
- TargetMay 2018 to May 2021
- UnemployedMay 2003 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WI).
Advisors Asset Management, Inc.
$2.2BAssets managed
1,505Clients
127Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7540266
- Firm CRD
- 46727