Trilogy Financial jobs and careers
About Trilogy Financial
Established in 1999, Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services. Privately owned, Trilogy offers its services nationwide, with multiple branches from coast to coast. Trilogy prides itself on its comprehensive training program and support staff. We offer a wide range of support to each other and to newer representatives – from challenging and expanding the knowledge of experienced advisors, to offering step-by-step learning from the ground up for individuals looking for a career in the financial services industry. Trilogy’s strong work ethic and pursuit of excellence has earned their representatives and the company itself, top awards in a variety of venues – from a multitude of industry-related perspectives to some of the most important community-related interests. Visit us at http://www.facebook.com/trilogyfs The registered individuals of Trilogy Financial are registered representatives with, and Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Trilogy Capital, LLC, a registered investment advisor. Trilogy Financial and Trilogy Capital, LLC are not affiliated with LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Certain information contained herein has been obtained from third party sources and such information has not been independently verified by Trilogy Capital, Inc. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by Trilogy Capital, Inc. or any other person. While such sources are believed to be reliable, Trilogy Capital, Inc. does not assume any responsibility for the accuracy or completeness of such information. Trilogy Capital, Inc. does not undertake any obligation to update the information contained herein as of any future date.
- Founded
- 1999
- Employees
- 251 to 500
Leadership
The top of Trilogy Financial's org chart, with how many people report into each leader.
Jeff Motske
CEO and President
55 reports
Diane Powell Zing
Vice President Of Wealth Management
Nathan Brown
Senior VP Of Wealth Planning
9 reports
Eric Perkins
Chief Operating Officer
23 reports
Godfrey Griffin
Financial Executive
2 reports
Aif® Cepa Windus Fernandez Brinkkord
Senior Vice President Of Wealth Planning
Kevin MacKintosh
Executive Vice President
10 reports
Jason Inglis
Chief Development Officer
1 report
Chris Molony
Senior Vice President Of Wealth Planning