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Derrick Lee Blanchette

Trilogy Capital, Inc.

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About Derrick Lee Blanchette

Derrick Blanchette is a registered investment advisor representative with Trilogy Capital, Inc. Derrick has been in the financial services industry for over 5 years. Derrick holds Series 6, Series 63, and Series 65 licenses. Derrick’s experience includes working with individuals, high-net-worth individuals, corporations, and pension plans. Derrick's specializations include retirement planning, college savings, estate planning, and insurance. Derrick can help you achieve your financial goals.

Firm Information

Derrick Blanchette 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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Derrick Blanchette’s Registration & Firm History

CA

03/20/2019 - Present

Trilogy Capital, Inc. (Corona CA)

CA

11/29/2017 - 03/21/2018

LPL FINANCIAL LLC (CORONA CA)

CA

09/29/2014 - 11/29/2017

NATIONAL PLANNING CORPORATION (CORONA CA)

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Licenses & Designations

IA

Issued 11/19/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/08/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Derrick Lee Blanchette.
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