6320 Canoga Avenue, 15th Floor, Woodland Hills, CA 91367
As one of our earliest offices, Trilogy is proud to call "Located in one of the most family friendly cities in California. With their very personal approach to “creating wealth for families”. The members of the Trilogy Woodland Hills branch strives to make a positive impact in the lives of every family wherever their story takes them.
MEET THE WOODLAND HILLS ADVISORS
Managing Vice President
Having always been a person who loves to help people, Robert gravitated to the financial services industry in 1994. He spent a number of years...
(818) 444-7880 x3602
Sally's number one philosophy in her financial planning practice is: 'Every interaction, every decision is based on genuine concern...
(818) 444-7880 x3612
Vice President of Client Services
Born and raised on Long Island, Todd Gurvis was raised to believe that doing well and doing good are not separate ideas but...
(818) 444-7880 x3611
Corporate Headquarters 17011 Beach Blvd., Suite 800 Huntington Beach, CA 92647
Securities offered through LPL Financial, Member FINRA, and SIPC. Trilogy investment advisor representatives offer investment advice through Trilogy Capital Inc., a registered investment advisor. Some investment advisor representatives (IARs) of Trilogy Capital Inc., are not registered or affiliated with LPL Financial. Trilogy Financial and Trilogy Capital Inc. are separate entities from LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the United States.