linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph Alan Fischman

Trilogy Capital, Inc.

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

About Joseph Alan Fischman

Joseph Alan Fischman is an investment advisor representative with Trilogy Capital, Inc. Joseph Alan Fischman has been in the financial services industry since April 18, 1996. Joseph Alan Fischman is registered to provide investment advisory services in California and Texas. Trilogy Capital, Inc. is an independent investment advisor firm headquartered in Irvine, California. The firm offers financial planning and portfolio management services to a range of clients, including high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Joseph Fischman 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.

Joseph Fischman’s Registration & Firm History

CA

01/04/2023 - Present

Trilogy Capital, Inc. (IRVINE CA)

CA

03/30/1999 - 11/29/2017

NATIONAL PLANNING CORPORATION (IRVINE CA)

AZ

04/15/1996 - 03/25/1999

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

Not sure if Joseph Alan Fischman is right for you?

Licenses & Designations

IA

Issued 03/13/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/22/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2004

Series 7 - General Securities Representative Examination

BC

Issued 04/12/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Alan Fischman.
Not sure if Joseph Alan Fischman is right for you?