Edmundo Alvarado, financial advisor West Covina CA

Edmundo Alvarado

CRD Number: 6467279
Current Firm: Trilogy Capital, Inc.

Edmundo Alvarado (CRD# 6467279) is an Investment Advisor Representative working at Trilogy Capital, Inc. in West Covina, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Trilogy Financial Services West Covina, CA Mar 2015 - Current 6
Trilogy Capital Inc. Huntington Beach, CA Mar 2015 - Current 6
Lpl Financial LLC West Covina, CA Nov 2017 - Jul 2018 < 1
National Planning Corporation West Covina, CA Jan 2016 - Dec 2017 1
Unemployed West Covina, CA Jul 2014 - Mar 2015 < 1
Han Rigid, Usa LLC San Dimas, CA Dec 2013 - Jul 2014 < 1
Wells Fargo Bank West Covina, CA Aug 2010 - Dec 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2016
S65 NASAA Investment Advisors Law Examination Jun 2016
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 Edmundo Alvarado
Phone Number: 714-843-9977
Firm Website: http://www.trilogyfs.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,366
    MILLIONS
  • Total Number of Accounts
    14,531
    ACCOUNTS
  • Average Account Value
    $94,008
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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