Eric
Johnson

Trilogy Capital, Inc

CRD#6308744
Investment Advisor
in San Diego, CA

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About this Advisor

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

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

12520 High Bluff Drive Suite 140
San Diego, CA 92130-3044

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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

Eric Johnson Work History

2016 - Present (8 years)

Trilogy Capital, Inc

2014 - Present (10 years)

Trilogy Financial Services

2017 - 2021 (4 years)

Lpl Financial LLC

2014 - 2017 (3 years)

National Planning Corporation

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Disclosures

Please visit the SEC profile of Eric Johnson 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

Eric Johnson
San Diego, CA
Joseph Roessler
Corona, CA
Xavier Lewis
Denver, CO
Kathleen Donnelly
Corona, CA
Justin Tyrrell
West Covina, CA
Hallie Dena
Huntington Beach, CA
Janeane Vena
Corona, CA
Michael Fibiger
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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