Julie Foong, financial advisor West Covina CA

Julie Foong

CRD Number: 5710582
Current Firm: Trilogy Capital, Inc.

Julie Foong (CRD# 5710582) is an Investment Advisor Representative working at Trilogy Capital, Inc. in West Covina, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Trilogy Capital, Inc. West Covina, CA Oct 2015 - Current 8
Trilogy Financial Services West Covina, CA Oct 2009 - Current 14
Lpl Financial LLC West Covina, CA Nov 2017 - Oct 2021 3
National Planning Corporation West Covina, CA Oct 2009 - Nov 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2009
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Julie J. Foong
Phone Number: 714-843-9977
Registered State(s):
  • CA
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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