Xavier
Lewis
Trilogy Capital, Inc
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About this Advisor
Xavier Lewis is a financial advisor based in Denver, Colorado, working with Trilogy Capital, Inc. Xavier has previously held positions at Wells Fargo, Trilogy Financial Services, Lyft, Credit Union Of Colorado, National Planning Corporation, Trilogy Capital, Inc, Lpl Financial LLC, and Lpl Financial, LLC. Xavier has passed the Series 66 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Xavier is part of Trilogy Capital, Inc, which operates out of Denver, Colorado. The firm has 13 offices and 75 employees. The firm manages assets totaling $1.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Trilogy Capital, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trilogy Capital, Inc Brokerage Details
$1,886,949,860
75
18,469
$102,168
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Xavier Lewis Work History
Trilogy Capital, Inc
Trilogy Financial Services
Lpl Financial, LLC
Lpl Financial LLC
National Planning Corporation
Lyft
Credit Union Of Colorado
Wells Fargo
Disclosures
Please visit the SEC profile of Xavier Lewis 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
Corona, CA
San Diego, CA
Denver, CO
Corona, CA
Huntington Beach, CA
Corona, CA
Scottsdale, AZ
San Diego, CA
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