DB
DB

Derrick Lee Blanchette

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
8,537 clients
Average Client Portfolio
$308K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$5.5K
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Location

980 Montecito Dr Ste 108, Corona, CA, 92879

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Derrick provides investment advisory services through Trilogy Capital, Inc., dedicating about a quarter of his time to this activity. He is also a member of the Corona Chamber of Commerce and a licensed real estate agent, but spends minimal time on these activities.

Employment History
Current Registrations
Trilogy Capital, INC.
January 2016 - Present · 10 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
November 2017 - March 2018 · 4 mos
National Planning CorporationBroker
September 2014 - November 2017 · 3 yrs 2 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.