Get Started

Get Started on Your Life Plan Today






We use cookies to ensure our visitors have the best browsing experience on our website.

Get to Know June

Family is extremely important to June Adams. She and her parents immigrated from Korea, and since then, she has worked hard to provide for her family and show her gratitude for a country that afforded them a wealth of opportunities. June spent eight years in the U.S. Army Reserve, serving her country and building her leadership and teamwork skills. She took those skills to help grow her professional family, the advisors and clients of Trilogy Financial. She continues to enjoy watching both her professional and personal families grow.

 

June started in the industry as a Financial Advisor, shortly after receiving her business economics degree from the University of California Santa Barbara. She eventually moved over to the administrative side of the business, becoming Trilogy’s first Vice President of Administration. In that role, she oversaw all administrative departments including Accounting, Recruiting, Payroll, Human Resources and IT. As the company grew, she started to take on more of a compliance leadership role.  In 2015, with the creation of Trilogy Capital, June received the title of Chief Compliance Officer in addition to her Vice President of Administration role. Due to the growth of the company, she relinquished her administrative duties in 2019 to focus solely on compliance.  In her current role, June is primarily responsible for ensuring compliance with regulatory requirements and is responsible for implementing procedures to prevent and detect compliance issues throughout the firm.

 

June has over two decades of experience with Trilogy and in the financial industry. She holds her Series 66 Registration with Trilogy Capital.  She holds her Series 6, 7, 24, 51 and 63 Registrations with LPL Financial and holds a license for Life and Health Insurance. June is also a notary.

Read More
Call Us To Get Started. (844) 356-4934