Financial ADVSR advisor directory · SEC adviser records
Trilogy Capital, Inc. financial advisors in Irvine, CA
Every SEC-registered investment adviser representative at a Trilogy Capital, Inc. office in Irvine, A to Z.
The short answer
22 registered advisors work at Trilogy Capital, Inc. in Irvine, out of 65 at the firm nationwide; it ranks number 15 in the city by advisors. 2 list the CFP designation and 10 are also registered broker representatives.
Trilogy Capital, Inc. advisors in Irvine, A to Z
Every Trilogy Capital, Inc. advisor →- June C. AdamsAlso a broker rep
- Jeanwin Y. DoreusInvestment adviser rep
- Thomas J. ElkinsAlso a broker rep
- Zachary J. ErnisseInvestment adviser rep
- Joseph A. FischmanAlso a broker rep
- Ahmed I. GhulamaliAlso a broker rep
- Desire GonzalezInvestment adviser rep
- Todd A. GurvisAlso a broker rep
- Mark A. HammillAlso a broker rep
- Sylvia E. JamesInvestment adviser rep
- Amy M. KaneCertified Financial Planner
- Michael C. LooAlso a broker rep
- Atenas J. MartinezInvestment adviser rep
- Seamus S. MolonyInvestment adviser rep
- Jeffrey R. MotskeCertified Financial Planner · Also a broker rep
- Rafael A. Murguia RamirezInvestment adviser rep
- Eric A. PerkinsAlso a broker rep
- Alicia K. PilonInvestment adviser rep
- Gabriela G. SalazarInvestment adviser rep
- Kevin SimpsonInvestment adviser rep
- Benjamin Vazquez Jr.Also a broker rep
- James R. YoungInvestment adviser rep
Trilogy Capital, Inc. advisors in every city and state →Trilogy Capital, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Trilogy Capital, Inc. advisors in other cities
Corona, CA 12Denver, CO 6San Diego, CA 6West Covina, CA 6Hingham, MA 3Huntington Beach, CA 3Torrance, CA 3Scottsdale, AZ 2
Other firms in Irvine
All Irvine advisors →J.P. Morgan Securities LLC 191Wells Fargo Clearing Services, LLC 136Morgan Stanley 102Merrill Lynch, Pierce, Fenner & Smith Incorporated 65LPL Financial LLC 61LPL Enterprise, LLC 59Equitable Advisors, LLC 46Osaic Wealth, Inc. 45Cooper McManus 32UBS Financial Services Inc. 31Strategic Advisers LLC 30Charles Schwab & Co., Inc. 27
Questions
How many financial advisors does Trilogy Capital, Inc. have in Irvine?
22 investment adviser representatives are registered at Trilogy Capital, Inc. offices in Irvine, California, according to the SEC's Investment Adviser Public Disclosure records, out of 65 nationwide. 2 list the CFP designation and 10 are also registered as broker representatives.
Is Trilogy Capital, Inc. one of the largest advisor employers in Irvine?
Trilogy Capital, Inc. ranks number 15 in Irvine by registered advisors; J.P. Morgan Securities LLC has the most, with 191.
How do I check a Trilogy Capital, Inc. advisor in Irvine?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Trilogy Capital, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.