Glenn
Rose

Trilogy Capital, Inc

CRD#4277531
Investment Advisor
in Denver, CO
Are you Glenn Rose? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Glenn Rose is a certified financial planner who works out of Denver, Colorado, who has been in the financial industry for 18 years. Rose is currently employed by Trilogy Capital, Inc. During their career, Rose has held roles at National Planning Corp, Trilogy Financial Services, Trilogy Capital, Inc and Lpl Financial LLC. Rose holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado. Trilogy Capital, Inc is a financial advisory company that has its headquarters in Denver, Colorado. The company has offices in nine locations and a total of 100 financial advisors. It has $658 million in assets between its 9,139 accounts, placing it among the bigger firms in the United States by assets under management. The advisory firm offers a diverse array 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 management typically depend on which services the firm provides the client. Fee types billed by Trilogy Capital, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

18 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

Yes

Office Location

101 University Blvd, Suite 450
Denver, CO 80206

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Trilogy Capital, Inc Brokerage Details

Total Assets Under Management

$877,118,319

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

104

CO Average: 43
Total Number of Accounts

13,407

CO Average: 3,727
Average Account Size

$65,422

CO Average: $2,033,427

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Glenn Rose Work History

Glenn has 18 years of experience.

2017 - Present (2 years)

Lpl Financial LLC

2015 - Present (4 years)

Trilogy Capital, Inc

2000 - Present (19 years)

Trilogy Financial Services

2000 - 2017 (17 years)

National Planning Corp

Disclosures

Glenn Rose has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started