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Trilogy Financial

Is this your company?

Don't Bother - Financial Executive Trilogy Financial Employee Review

2.0
Mar 19, 2014
Recommend
CEO approval
Business Outlook

Pros

The culture of the company is very close-knit and comfortable, and the company does provide the tools for a basic start to a financial advisor career. The training program is good for the fundamentals of the industry and is relevant to the business model the company pushes.

Cons

However, despite claims of "independence", the selection of funds is really limited to the basic fund families as well as a group of basic products. During the interview process and subsequent training, there is a lack of transparency when it comes to exactly how much money one will make. If the connections aren't there or the networking doesn't yield desired contacts, there is very little room for advancement, regardless of the business one does. The business model begins with the premise of using personal contacts to start building clientele, but aside from that first piece, there is very little help offered besides the occasional event or piece of advice for direction.

Explore other reviews about Trilogy Financial

5.0
Mar 19, 2026
Recommend
CEO approval
Business Outlook

Pros

The training is really great and so are the people. I like that I get to do interesting work and the company culture is very positive and encouraging. I definitely see tremendous growth potential here.

Cons

There's none that I can think of at this time.

5.0
May 29, 2025
Recommend
CEO approval
Business Outlook

Pros

Motivating atmosphere with wonderful coworkers

Cons

Great company — zero complaints here.

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