Perry
Johnson
Trilogy Capital, Inc
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About this Advisor
Perry Johnson is a financial advisor operating out of West Covina, California with a total of 7 years of industry experience. Johnson is an advisor for Trilogy Capital, Inc. Over the course of their career, Johnson has held roles at Cor Homes, I.T.T.I, Trilogy Financial Services, National Planning Corporation, Lpl Financial LLC and Trilogy Capital, Inc. Johnson holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Trilogy Capital, Inc is a registered investment company that has its headquarters in Irvine, CA. The company has offices in 12 locations and a total of 73 people on staff. It has $2 billion in assets under management between its 17,798 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises nine charities and foundations. Trilogy Capital, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees vary depending on which service is offered. Fees charged by Trilogy Capital, Inc can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trilogy Capital, Inc Brokerage Details
$1,650,789,006
73
17,798
$92,751
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Perry Johnson Work History
Perry has been registered as a financial advisor for 7 years.*
Lpl Financial LLC
Trilogy Capital, Inc
Trilogy Financial Services
National Planning Corporation
Cor Homes
I.T.T.I
*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 Perry Johnson 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
Denver, CO
Denver, CO
Corona, CA
Irvine, CA
West Covina, CA
Corona, CA
Huntington Beach, CA
Corona, CA
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.
