Trilogy Capital, Inc
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About this Advisor
Michael Bakhshi is a financial advisor working in Torrance, California, who has been in the industry for 10 years. Bakhshi is an advisor for Trilogy Capital, Inc. Over the course of their career, they have held roles at Precision Wealth Financial & Insurance Services, National Planning Corporation, Trilogy Capital, Inc, Lpl Financial LLC and Trilogy Financial Services. Bakhshi has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Texas. Trilogy Capital, Inc is an advisory firm headquartered in Torrance, California. The firm has offices in nine locations and a total of 104 people on staff. It oversees $877 million in total assets among its 13,407 customer accounts, making it one of the larger firms in the nation by assets under management. Of its 13,407 customer accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Trilogy Capital, Inc has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules largely are based on which services are provided. However, fees billed by Trilogy Capital, Inc can be comprised of 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 11 years of experience.
Lpl Financial LLC
Trilogy Capital, Inc
Trilogy Financial Services
National Planning Corporation
Precision Wealth Financial & Insurance Services
Michael Bakhshi has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Trilogy Capital, Inc
Huntington Beach, CA
West Covina, CA