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Latest News and Press Coverage of Trilogy Financial:

Investment News Oct 19, 2017 Trilogy Financial, with over $2 billion in client assets one of the largest financial planning firms affiliated with National Planning Corp., said on Thursday afternoon it was joining LPL Financial. LPL in mid-August said it acquired the assets of National Planning Holdings Inc., an independent broker-dealer network with 3,200 advisers…

  • Think Advisor October 25, 2017 Trilogy Financial, formerly part of the National Planning Holdings network bought by LPL Financial in August, says it will affiliate with the independent broker-dealer. The Huntington Beach, California-based group has some 150 financial advisors and over $2 billion in client assets. https://www.thinkadvisor.com/2017/10/25/2b-trilogy-group-transitions-from-nph-to-lpl/?slreturn=20190410173652



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