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Ahmed Iqbal Ghulamali

Trilogy Capital, Inc.

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About Ahmed Iqbal Ghulamali

Ahmed Ghulamali is a financial advisor based in Irvine, CA. Ahmed has been in the industry since 1995 and currently holds licenses as an Investment Advisor Representative and Registered Representative for Trilogy Capital, Inc.. He has also been registered with LPL Financial LLC, Trilogy Financial Services, and National Planning Corp. Ahmed's investment advice specialties include financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Ahmed Ghulamali is currently registered with Trilogy Capital, Inc.. Trilogy Capital, Inc. is an investment advisor registered with the SEC and located in Irvine, CA. They manage approximately $1.89 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. They offer a range of services, including financial planning, portfolio management, and selection of other advisors. Trilogy Capital, Inc. also participates in wrap fee programs.
Trilogy Capital, Inc.

2601 MAIN STREET

IRVINE, CA 92614

$1.89B

Assets Under Management

35

Total Clients

68

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ahmed Ghulamali’s Registration & Firm History

CA

11/23/2015 - Present

Trilogy Capital, Inc. (IRVINE CA)

CA

10/24/2001 - 11/29/2017

NATIONAL PLANNING CORPORATION (IRVINE CA)

AZ

01/03/1995 - 10/24/2001

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

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Licenses & Designations

IA

Issued 09/08/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/30/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/24/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/29/1998

Series 7 - General Securities Representative Examination

BC

Issued 12/23/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ahmed Iqbal Ghulamali.
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