Gonzalo De Leon Plata (CRD# 5960019) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Scottsdale, AZ and has over 12 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Scottsdale, AZ | Nov 2017 - Current | 6 |
| Trilogy Capital, Inc. | Scottsdale, AZ | Nov 2015 - Current | 8 |
| Trilogy Financial Services | Scottsdale, AZ | Aug 2011 - Current | 12 |
| National Planning Corporation | Scottsdale, AZ | Aug 2011 - Nov 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
- AZ
- TX
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Total Assets Under Management1,887MILLIONS
-
Total Number of Accounts18,469ACCOUNTS
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Average Account Value$102,168
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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