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Julie J Foong

Trilogy Capital, Inc.

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About Julie J Foong

Julie Foong is an Investment Advisor Representative (IAR) at Trilogy Capital, Inc. Julie has been in the financial services industry for over 10 years and has experience working with individuals, families, and businesses. Julie has a passion for helping her clients reach their financial goals. Julie offers a variety of financial planning and investment advisory services to her clients, including retirement planning, college savings planning, and investment management. Julie is committed to providing her clients with personalized financial advice that is tailored to their specific needs and goals.

Firm Information

Julie Foong 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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Julie Foong’s Registration & Firm History

CA

02/01/2016 - Present

Trilogy Capital, Inc. (West Covina CA)

CA

11/29/2017 - 10/28/2021

LPL FINANCIAL LLC (WEST COVINA CA)

CA

10/19/2009 - 11/29/2017

NATIONAL PLANNING CORPORATION (WEST COVINA CA)

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Licenses & Designations

IA

Issued 07/25/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/30/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julie J Foong.
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