Michael
Bakhshi

Trilogy Capital, Inc

CRD#5807237
Investment Advisor
in Torrance, CA
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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

Series 63, Series 65

Years of Experience

13 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

Disclosures

No

Office Location

19191 S. Vermont Ave, Suite 400
Torrance, CA 90502

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Trilogy Capital, Inc Brokerage Details

Total Assets Under Management

$877,118,319

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

104

CA Average: 43
Total Number of Accounts

13,407

CA Average: 3,727
Average Account Size

$65,422

CA Average: $2,033,427

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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.

2017 - Present (2 years)

Lpl Financial LLC

2015 - Present (4 years)

Trilogy Capital, Inc

2010 - Present (9 years)

Trilogy Financial Services

2010 - 2017 (7 years)

National Planning Corporation

2009 - 2010 (1 year)

Precision Wealth Financial & Insurance Services

2008 - 2009 (1 year)

20Th Century Fox

2005 - 2009 (4 years)

University Of Southern California

Disclosures

Michael Bakhshi has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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