What departments does Trilogy Financial have?

Trilogy Financial has employees across 4 departments including Finance, Administrative, Operations, Banking.

What is the largest department at Trilogy Financial?

The largest department at Trilogy Financial is Finance with 2 employees.

Where are Trilogy Financial employees located globally?

Trilogy Financial has employees across 3 continents and 4 countries including Netherlands, United States Of America, Canada, Australia.

How has Trilogy Financial's team size changed over time?

Trilogy Financial's team has decreased from approximately 304 to 163 employees based on available data.

Trilogy Financial Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Trilogy Financial Services is a privately held financial services firm founded in 1999 and headquartered in Irvine, California. It provides objective, independent financial planning services to clients across the United States, supported by a nationwide network of offices. The firm’s registered representatives operate under LPL Financial, which provides securities offerings, while investment advice is delivered through Trilogy Capital, LLC, a registered investment adviser; Trilogy Financial and Trilogy Capital are not affiliated with LPL Financial. The company emphasizes a structured training program and a supportive back office to assist advisers. In March 2024, Trilogy Financial Services expanded its footprint by acquiring Flagship Wealth Management in Boston and Horizon Wealth Management in Westlake Village, California.

Trilogy Financial Global Highlights

North America
203

United States Of America
202
Canada
1

Oceania
3

Australia
3

Europe
1

Netherlands
1

Trilogy Financial's Leadership

A. G.
Vice President Of Wealth Management - Trilogy Financial
Mobile Phone
Email
C. B.
Senior Vice President Of Investments
Mobile Phone
Email
C. H.
Vpi Administrator Assistant
Mobile Phone
Email
C. B.
Financial Planning Associate
Mobile Phone
Email
N. N.
Wealth Associate
Mobile Phone
Email
J. T.
Office Coordinator
Mobile Phone
Email
C. M.
Client Services Officer
Mobile Phone
Email
R. S.
Wealth Management Advisor
Mobile Phone
Email

Trilogy Financial Employee Metrics

100%

50%

0%

2026

2025

Finance
Administrative
Human Resources
Operations
Accounting
Other
Consultant
Banking
Business
Community & Social Services
Recruiting

Contact profiles from Trilogy Financial

Name

Title

Contact

Location

Last Update

A. G.
Vice President Of Wealth Management - Trilogy Financial
Mobile Phone
Email
Jun 08, 2026
C. B.
Senior Vice President Of Investments
Mobile Phone
Email
Jun 08, 2026
C. H.
Vpi Administrator Assistant
Mobile Phone
Email
Oct 16, 2024
C. B.
Financial Planning Associate
Mobile Phone
Email
Jun 27, 2026
N. N.
Wealth Associate
Mobile Phone
Email
Aug 29, 2026
J. T.
Office Coordinator
Mobile Phone
Email
Apr 16, 2026
C. M.
Client Services Officer
Mobile Phone
Email
Australia, South Australia
Apr 23, 2025
R. S.
Wealth Management Advisor
Mobile Phone
Email
Oct 21, 2024
R. K.
Financial Advisor
Mobile Phone
Email
Oct 23, 2024
D. G. D.
Wealth Management Associate
Mobile Phone
Email
Netherlands, North Holland
Aug 03, 2026

Frequently Asked Questions

What is Trilogy Financial known for?

Trilogy Financial was founded in 1999 and operates in the Financial Services industry. Explore Trilogy Financial's company overview page for more information.

What is Trilogy Financial's most common email format?

Trilogy Financial employees' email format typically follows the pattern of First.Last@trilogyfs.com. Trying to find reliable and up-to-date employee contact data? Find more Trilogy Financial email formats with LeadIQ.

How many employees does Trilogy Financial have currently?

Trilogy Financial has approximately 185 employees as of August 2026. These team members are located across 3 continents, including North America, Oceania and Europe.

Who are Trilogy Financial's key employees and leadership?

As of August 2026, Trilogy Financial's key employees include:

Vice President Of Wealth Management - Trilogy Financial: A. G.
Senior Vice President Of Investments: C. B.
Vpi Administrator Assistant: C. H.
Financial Planning Associate: C. B.
Wealth Associate: N. N.

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Trilogy Financial Employee Directory

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