Julie
Foong

Trilogy Capital, Inc

CRD#5710582
Investment Advisor
in West Covina, CA

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About this Advisor

Julie Foong is a financial advisor based out of West Covina, California with a total of 7 years of relevant experience. Foong is an advisor for Trilogy Capital, Inc. Their career trajectory has included roles at National Planning Corporation, Trilogy Financial Services, Lpl Financial LLC and Trilogy Capital, Inc. Foong maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in California. Trilogy Capital, Inc is a firm that has its headquarters in Irvine, CA. The firm has offices in 12 locations and a total of 73 advisors. It has $2 billion in assets under management between its 17,798 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises nine charities and foundations. The company provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services typically vary depending on which service is provided. Fees charged by Trilogy Capital, Inc can consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 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

Office Location

1000 Lakes Drive Suite 325
West Covina, CA 91790

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Trilogy Capital, Inc Brokerage Details

Total Assets Under Management

$1,650,789,006

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

73

CA Average: 43
Total Number of Accounts

17,798

CA Average: 3,727
Average Account Size

$92,751

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

Julie Foong Work History

Julie has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Trilogy Capital, Inc

2009 - Present (15 years)

Trilogy Financial Services

2017 - 2021 (4 years)

Lpl Financial LLC

2009 - 2017 (8 years)

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 Julie Foong 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

Mark Nicolet
Denver, CO
Justin Tyrrell
West Covina, CA
Kathleen Donnelly
Corona, CA
Hallie Dena
Huntington Beach, CA
Janeane Vena
Corona, CA
Michael Fibiger
Denver, CO
Brett Miller
Denver, CO

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.

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