Jeffrey
Seuferling
Trilogy Capital, Inc
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About this Advisor
Jeffrey Seuferling is a certified financial planner who works out of Corona, California with a total of 8 years of industry experience. Seuferling is on the advisory team at Trilogy Capital, Inc. During their career, Seuferling has held roles at Lpl Financial LLC, Trilogy Financial Services Inc, National Planning Corporation and Trilogy Capital, Inc. Seuferling holds Series 63 and Series 66 licenses, designating them as a securities representative, and can serve investors in California. Trilogy Capital, Inc is a financial advisory company operating out of Irvine, CA. It has offices in 12 locations and a total of 73 advisors. It controls $2 billion in total assets among its 17,798 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves nine charitable organizations. Trilogy Capital, Inc offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually depend on the type of services provided. Fee types charged by Trilogy Capital, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trilogy Capital, Inc Brokerage Details
$1,650,789,006
73
17,798
$92,751
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jeffrey Seuferling Work History
Jeffrey has been registered as a financial advisor for 8 years.*
Lpl Financial LLC
Trilogy Capital, Inc
Trilogy Financial Services Inc
National Planning Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Seuferling 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
West Covina, CA
Denver, CO
Corona, CA
Denver, CO
Irvine, CA
Huntington Beach, CA
Corona, CA
Irvine, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
