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Trilogy Financial, founded 1999, is a 186 Privately Held in the Financial Services industry headquartered in Irvine, California 92614, US.
The team focuses on Comprehensive Wealth Management, Financial Advisor, and Financial Planning.
Trilogy Financial is a privately owned financial services firm headquartered in Irvine, California, established in 1999. The company provides objective, independent financial planning services to clients across the United States through a network of branches spanning from coast to coast. Its registered representatives offer securities through LPL Financial, while investment advice is delivered via Trilogy Capital, LLC, a registered investment advisor that operates independently from its distribution partner.
The organization distinguishes itself through a comprehensive training program and dedicated support staff designed to assist professionals at all career stages. This infrastructure supports experienced advisors by challenging them to expand their knowledge while simultaneously offering step-by-step learning opportunities for individuals entering the financial services industry. The company emphasizes a strong work ethic and a pursuit of excellence, which has contributed to representatives and the firm receiving top awards in various industry and community-related venues.
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