Featured Business Financial Advisor in Irvine, CA
Irvine Financial Advisors
LPL Financial
2601 Main Street #200
Irvine, CA 92614
(949) 536-2096
“Wherever Your Story Takes You, Trilogy is There”
Advisor Profile
Jim Young Managing Vice President
Name:  Jim Young Managing Vice President
Phone Number:  (949) 536-2096
Website:  Visit Website

About LPL Financial

Financial Decisions are our business

Let's face it. You can buy investments anywhere. You can find
volumes of advice online. Why hire a Trilogy Financial advisor?

Since 1999, we have been helping financially-conscious
Americans sort through the fog of investments, insurance and
personal finance. With our thorough DecisionCoach process, we
can help you get clarity on your highest priorities and then
organize a decision plan to chart the path from here to there.

WHEREVER YOUR STORY TAKES YOU, TRILOGY IS THERE.

Jim Young is a registered representative for LPL Financial.
Securities offered through LPL Financial, member FINRA/SIPC.
For hyperlinks to FINRA and SIPC please see the "Research This
Advisor" section below. Investment advice offered through
Trilogy Capital, Inc., a registered investment advisor. Trilogy
Financial and Trilogy Capital,Inc. are not affiliated with LPL
Financial. The LPL Financial Registered Representatives
associated with this site may only discuss and/or transact
securities business with residents of the following states: CA
 

General Information

CRD#:    4355599
Firm CRD#:    281597
Insurance License#:    0D37023
States Licensed in:    CA
States Willing to do Business in:   
 

Qualifications & Memberships

Securities Licenses:    Series 65, Series 63, Series 24, Series 7, Series 6, 51
Insurance and Annuity Licenses:    Annuity, Health, Life, Long Term Care, Variable Annuity, Variable Life, Disability
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Compensation Methods:    Based on Assets, Commissions, Subscriptions
Fee % Based on Assets:    1%
Hourly Rate:    NA
Additional Details on Charges:    My compensation will be based on the type of
service model that makes most sense for my
clients. I will be clear and transparent what
those fees will be.
Minimum Fee Charged for Managed Accounts:    1%
Minimum Fee Charged for Hourly Planning Accounts:    NA
 
 
 
Prepared By: Jim Young Managing Vice President