Ahmed
Ghulamali
Trilogy Capital, Inc
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About this Advisor
Ahmed Ghulamali is a financial advisor based in Irvine, California, working with Trilogy Capital, Inc. Ahmed has previously held positions at Trilogy Financial Services, National Planning Corp, Trilogy Capital, Inc, and Lpl Financial LLC. Ahmed has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Ahmed is part of Trilogy Capital, Inc, which operates out of Irvine, California. 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
Ahmed Ghulamali Work History
Lpl Financial LLC
Trilogy Capital, Inc
Trilogy Financial Services
National Planning Corp
Disclosures
Please visit the SEC profile of Ahmed Ghulamali 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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