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Xavier Vincent Lewis

Trilogy Capital, Inc.

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About Xavier Vincent Lewis

Xavier Vincent Lewis is an investment advisor representative registered with Trilogy Capital, Inc. Xavier has been in the financial services industry since 2014 and has experience with both individual and corporate clients. Xavier has passed the Series 7, Series 66 and SIE exams.

Firm Information

Xavier Lewis 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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Xavier Lewis’s Registration & Firm History

CO

11/19/2021 - Present

Trilogy Capital, Inc. (DENVER CO)

CO

06/19/2020 - 10/28/2021

LPL FINANCIAL LLC (DENVER CO)

CO

11/29/2017 - 06/22/2018

LPL FINANCIAL LLC (DENVER CO)

CO

09/19/2016 - 11/29/2017

NATIONAL PLANNING CORPORATION (DENVER CO)

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Licenses & Designations

BOTH

Issued 05/01/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/22/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Xavier Vincent Lewis.
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