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Howard Ray Bolotin

Trilogy Capital, Inc.

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About Howard Ray Bolotin

Howard Ray Bolotin is a financial advisor registered with the state of California. He is associated with Trilogy Capital, Inc. and has been in the industry since 1994. Howard has held previous registrations with LPL Financial LLC and National Planning Corporation. Howard has experience providing financial planning, pension consulting and selection of other advisers to individuals, corporations, pension and profit-sharing plans and charitable organizations.

Firm Information

Howard Bolotin 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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Howard Bolotin’s Registration & Firm History

CA

12/01/2015 - Present

Trilogy Capital, Inc. (San Diego CA)

CA

11/29/2017 - 01/29/2019

LPL FINANCIAL LLC (SAN DIEGO CA)

CA

04/30/1999 - 11/29/2017

NATIONAL PLANNING CORPORATION (SAN DIEGO CA)

AZ

03/04/1994 - 05/05/1999

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

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Licenses & Designations

IA

Issued 03/25/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/18/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/10/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/1998

Series 7 - General Securities Representative Examination

BC

Issued 02/23/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Howard Ray Bolotin.
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