Carolina
Carranza Hernandez
Trilogy Capital, Inc
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About this Advisor
Carolina Carranza Hernandez is a financial advisor based in Scottsdale, Arizona, working with Trilogy Capital, Inc. Carolina has previously held positions at Trilogy Financial Services, University Of Arizona, Citibank, Accenture, University Student, Unemployed Minor, and Trilogy Capital. Carolina has passed the Series 65 regulatory exam and is registered to provide services in Arizona. Currently, Carolina is part of Trilogy Capital, Inc, which operates out of Scottsdale, Arizona. The firm has 13 offices and 75 employees. The firm manages assets totaling $1.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Trilogy Capital, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trilogy Capital, Inc Brokerage Details
$1,886,949,860
75
18,469
$102,168
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Carolina Carranza Hernandez Work History
Trilogy Financial Services
Trilogy Capital
Trilogy Financial Services
University Of Arizona
Citibank
Accenture
University Student
Unemployed Minor
Disclosures
Please visit the SEC profile of Carolina Carranza Hernandez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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