Christopher
Molony

Trilogy Capital, Inc

CRD#5577029
Investment Advisor
in Torrance, CA
Are you Christopher Molony? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Christopher Molony is an advisor who is based out of Torrance, California. Currently an advisor at Trilogy Capital, Inc, Molony has 10 years of work experience. Molony has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Molony is registered to act as a financial advisor based out of California. Over the course of their career, they have held roles at National Planning Corporation, Trilogy Financial Services, Lpl Financial LLC and Trilogy Capital, Inc. Trilogy Capital, Inc is headquartered in Torrance, California, and operates out of nine additional brick-and-mortar locations across the nation. Overall, Trilogy Capital, Inc oversees $658 million in assets dispersed across 9,139 client accounts and retains more than 100 people. The firm's total assets under management makes it one of the larger firms in the nation. The firm manages 8,669 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 9,139 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Trilogy Capital, Inc offers financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

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

Disclosures

No

Office Location

19191 S. Vermont Ave, Suite 400
Torrance, CA 90502

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Trilogy Capital, Inc Brokerage Details

Total Assets Under Management

$877,118,319

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

104

CA Average: 43
Total Number of Accounts

13,407

CA Average: 3,727
Average Account Size

$65,422

CA Average: $2,033,427

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Christopher has 10 years of experience.

2017 - Present (2 years)

Lpl Financial LLC

2015 - Present (4 years)

Trilogy Capital, Inc

2008 - Present (11 years)

Trilogy Financial Services

2008 - 2017 (9 years)

National Planning Corporation

Disclosures

Christopher Molony has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started