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Tony Raygoza

Trilogy Capital, Inc.

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About Tony Raygoza

Tony Raygoza is a financial advisor with over 12 years of experience in the industry. Tony has a strong track record of providing investment advice and financial planning services to individuals, families, and businesses. Tony holds the Series 6, 7, 63, and 65 licenses and is registered with Trilogy Capital, Inc. Tony is committed to providing his clients with personalized financial solutions tailored to their individual needs and goals. Tony believes in building strong relationships with his clients and providing them with the knowledge and resources they need to make informed financial decisions.

Firm Information

Tony Raygoza 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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Tony Raygoza’s Registration & Firm History

CA

11/19/2021 - Present

Trilogy Capital, Inc. (West Covina CA)

CA

12/22/2010 - 11/29/2017

NATIONAL PLANNING CORPORATION (WEST COVINA CA)

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Licenses & Designations

IA

Issued 05/17/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/04/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2015

Series 7 - General Securities Representative Examination

BC

Issued 12/21/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tony Raygoza.
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