1. Wealthminder
  2. Woodland Hills, CA
Todd Gurvis, financial advisor Woodland Hills CA

Todd Gurvis

CRD Number: 2604487
Current Firm: Trilogy Capital, Inc.

Todd Gurvis (CRD# 2604487) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Woodland Hills, CA and has over 25 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Lpl Financial LLC Woodland Hills, CA Nov 2017 - Current 3
Trilogy Capital, Inc. Woodland Hills, CA Nov 2015 - Current 5
Trilogy Financial Services Woodland Hills, CA Nov 1999 - Aug 2018 18
National Planning Corporation Redondo Beach, CA Mar 1999 - Nov 2017 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1995
S65 NASAA Investment Advisors Law Examination Jan 2006
Contact Info for Todd A. Gurvis
By the Numbers
  • Total Assets Under Management
    1,161
    MILLIONS
  • Total Number of Accounts
    13,127
    ACCOUNTS
  • Average Account Value
    $88,459
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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