Robert Wheatley

from Trilogy Capital, Inc.
SEC regulated
Regulated Investment Advisor
Robert Wheatley is a financial advisor based in California, Irvine, with 29 years of experience. Robert currently works for Trilogy Capital, Inc.. Robert maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Robert Wheatley works at Trilogy Capital, Inc.
Trilogy Capital, Inc. is a financial advisory firm based in Irvine, California. It currently has approximately $1,650,789,006 of assets under management and employs about 73 people. Trilogy Capital, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
13 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2601 Main Street, Suite 100, Irvine, California, 92614

Advisor can help with

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting
Find an advisor