Dale
Sarpard
Trilogy Capital, Inc
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About this Advisor
Dale Sarpard is a financial advisor based in Woburn, Massachusetts, working with Trilogy Capital, Inc. Dale has previously held positions at Cuisinse Chez Vous, Arthur O'Brien Landscaping, Arlington High School / University Of Massachusetts Dartmouth, Trilogy Financial Services, Trilogy Capital, Inc, National Planning Corporation, and Lpl Financial LLC. Dale has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Dale is part of Trilogy Capital, Inc, which operates out of Woburn, Massachusetts. 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
Dale Sarpard Work History
Trilogy Capital, Inc
Trilogy Financial Services
Lpl Financial LLC
National Planning Corporation
Arthur O'Brien Landscaping
Cuisinse Chez Vous
Arlington High School / University Of Massachusetts Dartmouth
Disclosures
Please visit the SEC profile of Dale Sarpard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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