What departments does Trilogy Financial Services have?

Trilogy Financial Services has employees across 9 departments including Finance, Engineering, Administrative, Business Development, Human Resources.

What is the largest department at Trilogy Financial Services?

The largest department at Trilogy Financial Services is Finance with 12 employees.

Where are Trilogy Financial Services employees located globally?

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

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

Trilogy Financial Services's team has decreased from approximately 304 to 162 employees based on available data.

Trilogy Financial Services Employee Directory

Q: Who are Trilogy Financial Services's key employees and leadership?

Trilogy Financial Services's key employees include: Personal Assistant To Executive Vp Trilogy Financial And Coo Trilogycapital: D. S., Chief Investment Officer: M. J. S., Chief Development Officer: J. I., Vice President Of Business Development: H. W., Vice President Of Business Development: H. H..

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 Services Global Highlights

North America
206

United States Of America
205
Canada
1

Oceania
3

Australia
3

Europe
1

Netherlands
1

Trilogy Financial Services's Leadership

M. J. S.
Chief Investment Officer
Mobile Phone
Email
J. I.
Chief Development Officer
Mobile Phone
Email
H. W.
Vice President Of Business Development
Mobile Phone
Email
H. H.
Vice President Of Business Development
Mobile Phone
Email
M. F.
Vp Of Wealth Planning
Mobile Phone
Email
H. K.
Vice President Of Investments
Mobile Phone
Email
A. G.
Vice President Of Wealth Management - Trilogy Financial
Mobile Phone
Email
A. K.
Head Of Wealth Planning
Mobile Phone
Email

Trilogy Financial Services 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 Services

Name

Title

Contact Info

Location

Last Update

G. O.
Wealth Advisor
Mobile Phone
Email
United StatesColorado
Feb 25, 2026
H. S.
Retirement Planning Specialist
Mobile Phone
Email
United StatesGeorgia
Feb 25, 2026
M. L.
Independent Financial Advisor
Mobile Phone
Email
United StatesKentucky
Apr 16, 2026
N. N.
Wealth Management Assistant
Mobile Phone
Email
Oct 18, 2025
D. S.
Financial Planner
Mobile Phone
Email
United StatesMassachusetts
Aug 13, 2024
J. O.
Financial Advisor
Mobile Phone
Email
United StatesArizona
Jan 28, 2026
J. T.
Office Coordinator
Mobile Phone
Email
Apr 16, 2026
P. M.
Wealth Advisor
Mobile Phone
Email
United StatesColorado
May 20, 2024
G. G.
Financial Executive
Mobile Phone
Email
United StatesNorth Carolina
Mar 24, 2026
S. K.
Human Resources Generalist
Mobile Phone
Email
United StatesMaryland
Apr 17, 2026

Frequently Asked Questions

What is Trilogy Financial Services known for?

Trilogy Financial Services was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 2601 Main Street Suite 100 Irvine, California 92614 United States. Explore Trilogy Financial Services's company overview page for more information.

What is Trilogy Financial Services's most common email format?

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

How many employees does Trilogy Financial Services have currently?

Trilogy Financial Services has approximately 184 employees as of June 2026. These team members are located across 3 continents, including North AmericaOceaniaEurope.

Who are Trilogy Financial Services's key employees and leadership?

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

Chief Investment Officer: M. J. S.
Chief Development Officer: J. I.
Vice President Of Business Development: H. W.
Vice President Of Business Development: H. H.
Vp Of Wealth Planning: M. F.

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Trilogy Financial Services Employee Directory

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