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Gabriel Ubaldo Deluna

Trilogy Capital, Inc.

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About Gabriel Ubaldo Deluna

Gabriel Deluna is an Investment Advisor Representative associated with Trilogy Capital, Inc. Gabriel holds Series 6, Series 63, and Series 65 licenses. Gabriel has been in the industry since 2011, working with clients including corporations or other businesses, charitable organizations, and high net worth individuals. In addition to Trilogy Capital, Inc., Gabriel has worked at LPL Financial LLC and National Planning Corporation. Gabriel has experience in providing financial planning, pension consulting, and portfolio management services.

Firm Information

Gabriel Deluna 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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Gabriel Deluna’s Registration & Firm History

CA

01/05/2016 - Present

Trilogy Capital, Inc. (WEST COVINA CA)

CA

11/29/2017 - 10/28/2021

LPL FINANCIAL LLC (WEST COVINA CA)

CA

05/26/2011 - 11/29/2017

NATIONAL PLANNING CORPORATION (WEST COVINA CA)

IL

01/25/2011 - 03/15/2011

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

IA

Issued 07/28/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/02/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gabriel Ubaldo Deluna.
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