Financial ADVSR advisor directory · SEC adviser records
Trilogy Capital, Inc. financial advisors in San Diego, CA
Every SEC-registered investment adviser representative at a Trilogy Capital, Inc. office in San Diego, A to Z.
The short answer
7 registered advisors work at Trilogy Capital, Inc. in San Diego, out of 65 at the firm nationwide; it ranks number 80 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Trilogy Capital, Inc. advisors in San Diego, A to Z
Every Trilogy Capital, Inc. advisor →- Howard R. BolotinInvestment adviser rep
- Windus A. Fernandez BrinkkordAlso a broker rep
- Clark KingInvestment adviser rep
- Matthew S. LyonsInvestment adviser rep
- Hannah Peck-LazcanoInvestment adviser rep
- Douglas C. StrootAlso a broker rep
- Gary SussmanCertified Financial Planner · Also a broker 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
Irvine, CA 24Corona, CA 12Denver, CO 6West Covina, CA 6Hingham, MA 3Huntington Beach, CA 3Torrance, CA 3Scottsdale, AZ 2
Other firms in San Diego
All San Diego advisors →LPL Financial LLC 742Wells Fargo Clearing Services, LLC 167Morgan Stanley 150Merrill Lynch, Pierce, Fenner & Smith Incorporated 138UBS Financial Services Inc. 118Strategic Advisers LLC 112Cetera Investment Advisers LLC 104J.P. Morgan Securities LLC 104Park Avenue Securities LLC 71Independent Financial Group, LLC 66Commonwealth Financial Network 62Madison Avenue Securities, LLC 61
Questions
How many financial advisors does Trilogy Capital, Inc. have in San Diego?
7 investment adviser representatives are registered at Trilogy Capital, Inc. offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 65 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is Trilogy Capital, Inc. one of the largest advisor employers in San Diego?
Trilogy Capital, Inc. ranks number 80 in San Diego by registered advisors; LPL Financial LLC has the most, with 742.
How do I check a Trilogy Capital, Inc. advisor in San Diego?
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.