Trilogy Capital, Inc
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About this Advisor
Michael Bakhshi is a financial advisor who works out of Torrance, California, with a total of 13 years of work experience. Bakhshi is an employee of Trilogy Capital, Inc. Over the course of their career, Bakhshi has held roles at 20Th Century Fox, University Of Southern California, Precision Wealth Financial & Insurance Services, National Planning Corporation, Trilogy Financial Services, Trilogy Capital, Inc and Lpl Financial LLC. Bakhshi maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Trilogy Capital, Inc is an advisory company that has its headquarters in Torrance, California. It has offices in nine locations and a total of 100 employees. It controls $658 million in assets under management among its 9,139 client accounts, making it one of the larger financial advisory firms in the country by assets under management. The business has a number 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 depend on the services offered. However, fee types billed by Trilogy Capital, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Trilogy Capital, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Michael Bakhshi Work History
Michael has 13 years of experience.
Lpl Financial LLC
Trilogy Capital, Inc
Trilogy Financial Services
National Planning Corporation
Precision Wealth Financial & Insurance Services
20Th Century Fox
University Of Southern California
Michael Bakhshi has no disclosures.
Please visit their SEC profile for more details.