Eric
Johnson
Trilogy Capital, Inc
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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
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
Eric Johnson Work History
Trilogy Capital, Inc
Trilogy Financial Services
Lpl Financial LLC
National Planning Corporation
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
Corona, CA
San Diego, CA
Denver, CO
Corona, CA
Corona, CA
Scottsdale, AZ
West Covina, CA
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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