Christopher
Molony

Trilogy Capital, Inc

CRD#5577029
Investment Advisor
in Torrance, CA

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About this Advisor

Christopher Molony is a financial advisor based in Torrance, California, working with Trilogy Capital, Inc. Christopher has previously held positions at National Planning Corporation, Trilogy Financial Services, Trilogy Capital, Inc, and Lpl Financial LLC. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Christopher is part of Trilogy Capital, Inc, which operates out of Torrance, 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

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

19191 S. Vermont Ave, Suite 650
Torrance, CA 90502-4465

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Trilogy Capital, Inc Brokerage Details

Total Assets Under Management

$1,886,949,860

CA Average: $7,578,581,321
Total Number of Employees

75

CA Average: 43
Total Number of Accounts

18,469

CA Average: 3,727
Average Account Size

$102,168

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Christopher Molony Work History

2022 - Present (2 years)

Trilogy Financial Services

2017 - Present (7 years)

Lpl Financial LLC

2015 - Present (9 years)

Trilogy Capital, Inc

2008 - 2017 (9 years)

National Planning Corporation

2008 - 2022 (14 years)

Trilogy Financial Services

Disclosures

Please visit the SEC profile of Christopher Molony to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Trilogy Capital, Inc

Joseph Roessler
Corona, CA
Xavier Lewis
Denver, CO
Eric Johnson
San Diego, CA
Clark King
San Diego, CA
Alexander Reyes
Scottsdale, AZ
Derrick Blanchette
Corona, CA
Matthew Lyons
Irvine, CA
Mark Nicolet
Denver, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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