Justin
Tyrrell

Trilogy Capital, Inc

CRD#6175349
Investment Advisor
in West Covina, CA

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About this Advisor

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

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 Dr Ste 325
West Covina, CA 91790

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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

Justin Tyrrell Work History

2022 - Present (2 years)

Lpl Financial LLC

2016 - Present (8 years)

Trilogy Capital

2013 - Present (11 years)

Trilogy Financial Services Inc

2017 - 2021 (4 years)

Lpl Financial LLC

2013 - 2017 (4 years)

National Planning Corporation

Disclosures

Please visit the SEC profile of Justin Tyrrell 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
Xavier Lewis
Denver, CO
Joseph Roessler
Corona, CA
Alexander Reyes
Scottsdale, AZ
Derrick Blanchette
Corona, CA
Janeane Vena
Corona, CA
Kathleen Donnelly
Corona, CA

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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