Benjamin Vazquez, financial advisor Irvine CA

Benjamin Vazquez

CRD Number: 7084723
Current Firm: Trilogy Capital, Inc.

Benjamin Vazquez (CRD# 7084723) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Irvine, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Trilogy Capital Irvine, CA Jun 2019 - Current 5
Trilogy Financial Services Irvine, CA Apr 2019 - Current 5
Lpl Financial West Covina, CA May 2022 - Mar 2023 < 1
Universal Plumbing Company Los Angeles, CA Sep 2014 - Apr 2019 4
Los Angeles Unified School District Los Angeles, CA Dec 2007 - May 2015 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2019
S63 Uniform Securities State Law Examination May 2022
Contact Info for Benjamin Vazquez
Phone Number: 714-843-9977
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,887
    MILLIONS
  • Total Number of Accounts
    18,469
    ACCOUNTS
  • Average Account Value
    $102,168
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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

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