Noel Trias, financial advisor Escondido CA
93 score

Noel Trias

CRD Number: 1942747
Current Firm: Pensionmark Financial Group, LLC

Noel Trias (CRD# 1942747) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Escondido, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Capfinancial Securities, LLC Raleigh, NC Dec 2015 - Current 1
Pensionmark Financial Group, LLC Santa Barbara, CA Dec 2015 - Current 1
Independent Financial Partners Escondido, CA Dec 2010 - Dec 2015 5
Lpl Financial, LLC Escondidio, CA Nov 2010 - Dec 2015 5
Nrp Financial, Inc. Bryan, OH Aug 2008 - Nov 2010 2
Nrp Advisors, Inc. Bryan, OH Aug 2008 - Nov 2010 2
Benefits Matrix Escondido, CA Feb 2003 - Nov 2010 7
Benefits Matrix Escondido, CA Feb 2003 - Nov 2010 7
Financial Telesis Inc. San Rafael, CA Oct 2004 - Aug 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1991
Contact Info for Noel J. Trias
Phone Number: 888-201-5488
Registered State(s):
  • CA
  • OH
By the Numbers
  • Total Assets Under Management
    8,080
    MILLIONS
  • Total Number of Accounts
    2,545
    ACCOUNTS
  • Average Account Value
    $3,174,995
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AR, AZ, CA, CO, CT, FL, GA, HI, ID, IN, MD, ME, MN, MO, MT, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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