linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Diane Powell Zing

Trilogy Capital, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Diane? Claim Your Profile

About Diane Powell Zing

Diane Zing is a financial advisor with Trilogy Capital, Inc. Diane has been in the financial industry since 2007. Diane has worked at National Planning Corporation and Trilogy Financial Services. Diane is registered with the state of Colorado as an Investment Advisor Representative, and is also registered with the state of Texas as an Investment Advisor Representative. Diane has a Series 6, 7, 63, and 65 license, as well as a SIE license. Diane specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.

Firm Information

Diane Zing 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Diane Zing’s Registration & Firm History

CO

07/19/2017 - Present

Trilogy Capital, Inc. (Denver CO)

CO

03/05/2007 - 11/29/2017

NATIONAL PLANNING CORPORATION (DENVER CO)

Not sure if Diane Powell Zing is right for you?

Licenses & Designations

IA

Issued 07/29/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/03/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/26/2009

Series 7 - General Securities Representative Examination

BC

Issued 03/03/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Diane Powell Zing. Review regulatory record here.
Not sure if Diane Powell Zing is right for you?