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Established in 1999, Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services. Privately owned, Trilogy offers its services nationwide, with multiple branches from coast to coast. Trilogy prides itself on its comprehensive training program and support staff. We offer a wide range of support to each other and to newer representatives – from challenging and expanding the knowledge of experienced advisors, to offering step-by-step learning from the ground up for individuals looking for a career in the financial services industry. Trilogy’s strong work ethic and pursuit of excellence has earned their representatives and the company itself, top awards in a variety of venues – from a multitude of industry-related perspectives to some of the most important community-related interests. Visit us at http://www.facebook.com/trilogyfs The registered individuals of Trilogy Financial are registered representatives with, and Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Trilogy Capital, LLC, a registered investment advisor. Trilogy Financial and Trilogy Capital, LLC are not affiliated with LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Certain information contained herein has been obtained from third party sources and such information has not been independently verified by Trilogy Capital, Inc. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by Trilogy Capital, Inc. or any other person. While such sources are believed to be reliable, Trilogy Capital, Inc. does not assume any responsibility for the accuracy or completeness of such information. Trilogy Capital, Inc. does not undertake any obligation to update the information contained herein as of any future date.

View Top Employees from Trilogy Financial
Website http://www.trilogyfs.com
Revenue $51 million
Funding $1 million
Employees 189 (189 on RocketReach)
Founded 1999
Address 2601 Main St Suite 100, Irvine, California 92614, US
Phone (714) 843-9977
Fax (714) 475-2886
Technologies
Industry Financial Services, Investment Banking, Consulting, Comprehensive Wealth Management, Finance, Insurance, Venture Capital, Lending and Investments
Web Rank 9 Million
Keywords Financial Services, Independent Financial Advice, Personalized Financial Advice, Investment Advisory Services, Retirement Planning, Financial Planning
Competitors Cassaday & Company, Inc., Edelman Financial Engines, Lee Financial, Moneta Group, Wealth Enhancement Group
SIC SIC Code 874 Companies, SIC Code 87 Companies
NAICS NAICS Code 5416 Companies, NAICS Code 541 Companies, NAICS Code 54 Companies

Trilogy Financial Questions

The Trilogy Financial annual revenue was $51 million in 2024.

Michael Broker is the Executive Vice President of Trilogy Financial.

189 people are employed at Trilogy Financial.

Trilogy Financial is based in Irvine, California.

The NAICS codes for Trilogy Financial are [5416, 541, 54].

The SIC codes for Trilogy Financial are [874, 87].

Top Trilogy Financial Employees

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