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Trilogy Financial Services | Financial Advisor in San Mateo ,CA

Trilogy Financial Services

1400 Fashion Island Blvd Ste 1000
San Mateo, CA 94404
Phone: (650) 227-4702

About

Integrity, perseverance, and vision are the values that lead to success. As an Investment Advisory Representative for Trilogy Financial Services, Aaron Johnson uses these core values to provide the best possible service for all his clients.Aaron demonstrated responsibility from a young age, becoming an Eagle Scout at the age of 16. He graduated from the University of California at Santa Barbara in 2006, which included a year spent abroad studying in Madrid, Spain. He joined Trilogy Financial Services at the beginning of 2008. Due to his hard work and perseverance, he was one of the first representatives promoted to Vice President of Investments in Corona in January 2012.Aaron works to help his clientele achieve both short and long term financial goals, from the purchase of a first home to an independent and comfortable retirement. He enjoys developing personalized financial plans that help his clients set and meet goals, implementing strategies unique to each client's situation.Aaron is an Investment Advisory Representative and holds the Series 6, 7, 63, 65, Life and Long Term Care insurance licenses. His other interests include sports, snowboarding, and travel.

5 Years of Experience


  • CRD# 5501671
  • Insurance License# 0G13723
  • Series 6, 7, 63, 65

General Information
Firm Start Year:   1999
No.of Employees:   100-499
Insurance License#:   0G13723
Name of Broker/Dealer:   National Planning Corporation
States Licensed in:   California, with clients in many other states.
Number of Years with Current Firm:   5
I work with the following types of clients:   Businesses , Individual Investors , Non-Profit Organizations


Services
Investment Types:   Insurance , Stocks , Mutual Funds , Bonds , Options & Futures , Alternative Investments , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , Annuities , Socially Responsible Investments (SRI)


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Health , Life , Long Term Care , Variable Annuity , Variable Life , Annuity
Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   0
Compensation Methods:   Flat Fee , Based on Assets


Aaron Johnson

Aaron Johnson

Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM