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Justin Anthony Tyrrell

Trilogy Capital, Inc.

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About Justin Anthony Tyrrell

Justin Anthony Tyrrell is a financial advisor at Trilogy Capital, Inc. Justin has been in the financial services industry since April 2013 and has a broad range of experience. Justin holds Series 6, 63, and 65 licenses, as well as the SIE exam. Justin has previously worked at LPL Financial LLC and National Planning Corporation. Justin focuses on providing investment advice to individuals, families, and small businesses. Justin is committed to helping clients reach their financial goals.

Firm Information

Justin Tyrrell 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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Justin Tyrrell’s Registration & Firm History

CA

07/19/2017 - Present

Trilogy Capital, Inc. (West Covina CA)

CA

11/29/2017 - 10/28/2021

LPL FINANCIAL LLC (WEST COVINA CA)

CA

04/10/2013 - 11/29/2017

NATIONAL PLANNING CORPORATION (WEST COVINA CA)

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Licenses & Designations

IA

Issued 01/30/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/29/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Anthony Tyrrell.
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