Gary Sussman, financial advisor San Diego CA

Gary Sussman

CRD Number: 4513423
Current Firm: Trilogy Capital, Inc.

Gary Sussman (CRD# 4513423) is an Investment Advisor Representative working at Trilogy Capital, Inc. in San Diego, CA and has over 21 years of experience in the finance industry. Gary Sussman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC San Diego, CA Nov 2017 - Current 6
Trilogy Capital Inc. San Diego, CA Jan 2016 - Current 8
Trilogy Financial Services Inc. San Diego, CA Jan 2002 - Current 22
National Planning Corporation San Diego, CA Jan 2002 - Nov 2017 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S66 NASAA Uniform Combined State Law Examination Sep 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gary Sussman
Phone Number: 714-843-9977
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,651
    MILLIONS
  • Total Number of Accounts
    17,798
    ACCOUNTS
  • Average Account Value
    $92,751
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, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

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