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Todd Adam Gurvis

Trilogy Capital, Inc.

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About Todd Adam Gurvis

Todd Adam Gurvis is a financial advisor who has been in the industry since 1995. Currently registered with Trilogy Capital, Inc., Todd has held previous positions at National Planning Corporation and SunAmerica Securities, Inc.. Todd is a Series 6, 7, 26, 63, and 65 licensed advisor, and has experience in financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Todd Gurvis 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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Todd Gurvis’s Registration & Firm History

CA

12/01/2015 - Present

Trilogy Capital, Inc. (IRVINE CA)

CA

03/26/1999 - 11/29/2017

NATIONAL PLANNING CORPORATION (WOODLAND HILLS CA)

AZ

04/10/1995 - 03/25/1999

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

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Licenses & Designations

IA

Issued 01/13/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/17/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/12/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2005

Series 7 - General Securities Representative Examination

BC

Issued 04/07/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Todd Adam Gurvis.
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