Rebecca
Desoto
Trilogy Capital, Inc
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About this Advisor
Rebecca Desoto is a financial advisor who works in Denver, Colorado with a total of 7 years of industry experience. Desoto is on the advisory team at Trilogy Capital, Inc. Desoto has gained experience at Trilogy Financial Services Inc, Lpl Financial, LLC, Trilogy Capital, Inc, National Planing Corporation and Garbanzo Mediterranean Grill. Desoto has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado and Texas. Trilogy Capital, Inc is a firm operating out of Irvine, CA. The firm has offices in 12 locations and a total of 73 employees. It manages $2 billion in total assets among its 17,798 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises nine charities and foundations. Trilogy Capital, Inc performs 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 charged by financial advisors depend on the type of services provided. However, fee types charged by Trilogy Capital, Inc most likely include 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
Rebecca Desoto Work History
Rebecca has been registered as a financial advisor for 7 years.*
Trilogy Capital, Inc
Trilogy Financial Services Inc
Lpl Financial, LLC
National Planing Corporation
Garbanzo Mediterranean Grill
*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 Rebecca Desoto 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
Irvine, CA
Corona, CA
Denver, CO
Denver, CO
Corona, CA
Huntington Beach, CA
West Covina, 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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