Trilogy Financial Solutions
Trilogy Financial Solutions (CRD# 168104) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $762,564 in 12 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts12ACCOUNTS
-
Average Account Value$63,547
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OK
Financial Advisors at Trilogy Financial Solutions
1
Michael Freeman (CRD# 6209067) is an Investment Advisor Representative working at Trilogy Financial Solutions in Oklahoma City, OK and has over 7 years of experience in the finance industry.
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