Trilogy Financial - Financial Advisory Firm in Irvine, CA

VETTED

Tel: 844-356-4934 2601 Main Street Suite 100 Irvine, CA 92614

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 Employees

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

Services

Can meet clients in the following ways:

Phone, Our Offices, Video Conference

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.

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1893024/wiseradvisor-trilogy-financial-detailed-disclosure.html

Firm CRD# 281597

Compliance

Registered Investment AdvisorYes

Registered RepresentativeYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Criminal Disclosures in Last 5 yearsI have a clean record

Office Hours

Monday8:00 AM - 5:00 PM

Tuesday8:00 AM - 5:00 PM