Trilogy Financial
2601 Main Street
Suite 100
Irvine, CA 92614
8443564934
About Trilogy Financial
At Trilogy Financial, We're Invested In Your Future. Empowering you to make confident financial choices that align with your life goals is our priority and purpose. We offer dedicated, personalized wealth management and financial planning that's rooted in trust, transparency, and an understanding of your unique journey. With decades of expertise and a commitment to education, our advisors are here to guide you every step of the way, helping you build a secure and meaningful legacy. You're not a portfolio to us— you're a valued partner in a financial strategy tailored for your success, now and in the future.
See Disclosures
General Information
Firm Start Year
1999
No. of Employees
100-499
Firm CRD#
281597
Advisory Services Provided
Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, 401K Rollovers, Wealth Management, Education Funding and Planning, Investment Advice & Management
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Criminal Disclosures in Last 5 years
I have a clean record
Compensation and Fees
Fee Structure
Fee-Based
Disclosures
Some advisors associated with this material are registered representatives of LPL Financial (LPL) and are Investment Advisor Representatives (IAR's) for Trilogy Capital Inc. (TC). Some IAR's of TC are not registered or affiliated with LPL. Securities offered through LPL. Member FINRA/SIPC. Investment advisory services offered through TC, A Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial ("TF"), an affiliated but separate legal entity. TC and TF are separate entities from LPL. The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the United States.
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1893024/rothira-Trilogy-Financial-detailed-disclosure.html