Sylvia Elise James

Employer firm

Trilogy Capital, Inc. CRD 281597

$3.21B regulatory AUM 60 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2019 → Present
  Trilogy Financial Services
  Corona, CA
• 07/2019 → Present
  Trilogy Capital, Inc.
  Huntington Beach, CA
• 01/2017 → 03/2018
  Performance Scl
  Irvine, CA
• 04/2018 → 07/2019
  Bmw Management Inc.
  Temecula, CA
• 08/2012 → 01/2017
  Biola University
  La Mirada, CA

Other Businesses

7/20/2020- INSURANCE AGENT- ACCIDENT AND HEALTH. CORONA, CA. VARIOUS CARRIERS. NOT INVESTMENT RELATED. TIME SPENT: 10%/ MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-19

Other Names

• Sylvia Elise Clegg