Advisor at Trilogy Capital, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Trilogy Capital, Inc.
Location
Scottsdale, AZ 85254
Credentials
Series 65
Industry experience
4 years
Based on Trilogy Capital, Inc.
Based on Trilogy Capital, Inc.
Fixed coaching fees start at $1200; Advanced Planning fees $1,200 upfront and $1,200 at delivery or waived for clients over $500k managed assets
Negotiable up to 2.00% annually
Consulting fees negotiable; coaching fees start at $1200 with payment options (e.g., 12 monthly payments of $100)
Account minimum: $5,500
16427 N Scottsdale Road, #360
Scottsdale, AZ 85254
Arizona · Texas
Trilogy Financial Services
2026 - Present (1 year)
Trilogy Capital
2021 - Present (5 years)
Trilogy Financial Services
2021 - 2025 (4 years)
Trilogy Financial Services
2020 - 2021 (1 year)
UNIVERSITY OF ARIZONA
2019 - 2020 (1 year)
CitiBank
2019 - 2019 (1 year)
Accenture
2019 - 2019 (1 year)
UnEMPLOYED
2019 - 2019 (1 year)
University Student
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
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