
location_onEast 9th Avenue, Denver, Colorado, 80206, United States
Established in 1999, Trilogy has grown into a nationwide firm serving clients from coast to coast. We are committed to building strong relationships and applying sound financial principles to manage more than $5 billion in assets entrusted to us. Our multi-generational staff of over 130 employees understands the diverse needs of our clients. Today, as always, Trilogy lives by its development motto: never stop growing. We believe the sky's the limit and are dedicated to providing opportunities for people to live their best lives by recruiting and mentoring new talent to the industry.
Work model: On-site
East 9th Avenue, Denver, Colorado, 80206, United States
Denver, Colorado
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Skills: Excel, Floqast, Netsuite, Gaap, Cpa, Cfa.
Education: Bachelor's degree in Finance, Accounting, Economics, or related field required; Master's degree preferred.
Big Four experience. Master's degree. CPA or CFA designation.
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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.
Trilogy Financial maintains a national footprint focused on delivering professional guidance through its extensive team. The firm operates with the understanding that third-party information obtained from external sources is believed to be reliable, though it does not assume responsibility for the accuracy of such data or undertake an obligation to update it. The company's registered individuals are licensed representatives adhering to standard regulatory requirements within the financial sector.
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