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Robert J Ochoa

Trilogy Capital, Inc.

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About Robert J Ochoa

Robert J. Ochoa is a financial advisor working at Trilogy Capital, Inc. Robert Ochoa is a registered representative with FINRA and has been in the industry since November 15, 2001. Robert Ochoa is also a registered investment advisor representative in California and has been in that role since January 21, 2016. Robert J. Ochoa offers investment advisory services and financial planning services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Robert J. Ochoa is currently registered in California, Ohio, Utah, and Arizona.

Firm Information

Robert Ochoa 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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Robert Ochoa’s Registration & Firm History

CA

01/21/2016 - Present

Trilogy Capital, Inc. (West Covina CA)

CA

11/16/2001 - 11/29/2017

NATIONAL PLANNING CORPORATION (WEST COVINA CA)

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Licenses & Designations

BOTH

Issued 12/30/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/19/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2008

Series 7 - General Securities Representative Examination

BC

Issued 11/15/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert J Ochoa.
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