FORM CRS & ADV 2A OUR ADVISORS SERVICES INSIGHTS & TOOLS ABOUT US CLIENT LOGIN MEET WITH AN ADVISOR Get Started Our Privacy Policy Your privacy is critically important to us. At Trilogy Financial we have a few fundamental principles: We don’t ask you for personal information unless we truly need it. (We can’t stand services that ask you for things like your gender or income level for no apparent reason.) We don’t share your personal information with anyone except to comply with the law, develop our products, or protect our rights. We don’t store personal information on our servers unless required for the on-going operation of one of our services. In our blogging products, we aim to make it as simple as possible for you to control what’s visible to the public, seen by search engines, kept private, and permanently deleted. Website Visitors Like most website operators, Trilogy Financial collects non-personally-identifying information of the sort that web browsers and servers typically make available, such as the browser type, language preference, referring site, and the date and time of each visitor request. Trilogy Financial’s purpose in collecting non-personally identifying information is to better understand how Trilogy Financial’s visitors use its website. From time to time, Trilogy Financial may release non-personally-identifying information in the aggregate, e.g., by publishing a report on trends in the usage of its website. Trilogy Financial also collects potentially personally-identifying information like Internet Protocol (IP) addresses for logged in users and for users leaving comments on WordPress.com blogs. Trilogy Financial only discloses logged in user and commenter IP addresses under the same circumstances that it uses and discloses personally-identifying information as described below, except that blog commenter IP addresses and email addresses are visible and disclosed to the administrators of the blog where the comment was left. Gathering of Personally-Identifying Information Certain visitors to Trilogy Financial’s websites choose to interact with Trilogy Financial in ways that require Trilogy Financial to gather personally-identifying information. The amount and type of information that Trilogy Financial gathers depends on the nature of the interaction. For example, we ask visitors who sign up for a blog at WordPress.com to provide a username and email address. Those who engage in transactions with Trilogy Financial – by purchasing access to the Akismet comment spam prevention service, for example – are asked to provide additional information, including as necessary the personal and financial information required to process those transactions. In each case, Trilogy Financial collects such information only insofar as is necessary or appropriate to fulfill the purpose of the visitor’s interaction with Trilogy Financial. Trilogy Financial does not disclose personally-identifying information other than as described below. And visitors can always refuse to supply personally-identifying information, with the caveat that it may prevent them from engaging in certain website-related activities. Aggregated Statistics Trilogy Financial may collect statistics about the behavior of visitors to its websites. For instance, Trilogy Financial may monitor the most popular blogs on the WordPress.com site or use spam screened by the Akismet service to help identify spam. Trilogy Financial may display this information publicly or provide it to others. However, Trilogy Financial does not disclose personally-identifying information other than as described below. Protection of Certain Personally-Identifying Information Trilogy Financial discloses potentially personally-identifying and personally-identifying information only to those of its employees, contractors and affiliated organizations that (i) need to know that information in order to process it on Trilogy Financial’s behalf or to provide services available at Trilogy Financial’s websites, and (ii) that have agreed not to disclose it to others. Some of those employees, contractors and affiliated organizations may be located outside of your home country; by using Trilogy Financial’s websites, you consent to the transfer of such information to them. Trilogy Financial will not rent or sell potentially personally-identifying and personally-identifying information to anyone. Other than to its employees, contractors and affiliated organizations, as described above, Trilogy Financial discloses potentially personally-identifying and personally-identifying information only in response to a subpoena, court order or other governmental request, or when Trilogy Financial believes in good faith that disclosure is reasonably necessary to protect the property or rights of Trilogy Financial, third parties or the public at large. If you are a registered user of an Trilogy Financial website and have supplied your email address, Trilogy Financial may occasionally send you an email to tell you about new features, solicit your feedback, or just keep you up to date with what’s going on with Trilogy Financial and our products. We primarily use our various product blogs to communicate this type of information, so we expect to keep this type of email to a minimum. If you send us a request (for example via a support email or via one of our feedback mechanisms), we reserve the right to publish it in order to help us clarify or respond to your request or to help us support other users. Trilogy Financial takes all measures reasonably necessary to protect against the unauthorized access, use, alteration or destruction of potentially personally-identifying and personally-identifying information. Cookies A cookie is a string of information that a website stores on a visitor’s computer, and that the visitor’s browser provides to the website each time the visitor returns. Trilogy Financial uses cookies to help Trilogy Financial identify and track visitors, their usage of Trilogy Financial website, and their website access preferences. Trilogy Financial visitors who do not wish to have cookies placed on their computers should set their browsers to refuse cookies before using Trilogy Financial’s websites, with the drawback that certain features of Trilogy Financial’s websites may not function properly without the aid of cookies. Business Transfers If Trilogy Financial, or substantially all of its assets, were acquired, or in the unlikely event that Trilogy Financial goes out of business or enters bankruptcy, user information would be one of the assets that is transferred or acquired by a third party. You acknowledge that such transfers may occur, and that any acquirer of Trilogy Financial may continue to use your personal information as set forth in this policy. Ads Ads appearing on any of our websites may be delivered to users by advertising partners, who may set cookies. These cookies allow the ad server to recognize your computer each time they send you an online advertisement to compile information about you or others who use your computer. This information allows ad networks to, among other things, deliver targeted advertisements that they believe will be of most interest to you. This Privacy Policy covers the use of cookies by Trilogy Financial and does not cover the use of cookies by any advertisers. Comments Comments and other content submitted to our Akismet anti-spam service are not saved on our servers unless they were marked as false positives, in which case we store them long enough to use them to improve the service to avoid future false positives. Privacy Policy Changes Although most changes are likely to be minor, Trilogy Financial may change its Privacy Policy from time to time, and in Trilogy Financial’s sole discretion. Trilogy Financial encourages visitors to frequently check this page for any changes to its Privacy Policy. If you have a WordPress.com account, you should also check your blog’s dashboard for alerts to these changes. Your continued use of this site after any change in this Privacy Policy will constitute your acceptance of such change. Change log: September 18, 2013: Added that blog commenter email addresses are disclosed to administrators of the blog where the comment was left. February 1, 2011: Clarified subpoena language and added Business Transfers paragraph January 3, 2011: Added court order and subpoena clarification July 1, 2010: Revised paragraph about IP addresses to explain when they are collected and that commenter IPs are visible to blog administrators October 29, 2009: Added Comments paragraph to explain Akismet comment storage policy March 10, 2009: Added Ads paragraph to alert users that ads from third parties may use cookies Call Us To Get Started. (844) 356-4934 17011 Beach Blvd. Suite 800 Huntington Beach, CA 92647 (844) 356-4934 info@trilogyfs.com Services 401(k) & Retirement Planning Wealth & Asset Management Estate Planning Strategies Investment Strategies College & Education Planning Insurance Services Insights & Tools Financial Life Planning Tool Financial Blog Resources Press Coverage Financial Compatibility Quiz Podcast Financial FAQ About Us Our Story Our Leadership Team & Mission Careers & Culture Some advisors associated with this material are registered representatives of LPL Financial (“LPL”) and are Investment Advisor Representatives (“IAR’s”) for Trilogy Capital Inc. (“TC”). Some IAR’s of TC are not registered or affiliated with LPL Financial. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through TC, A Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial (“TF”), an affiliated but separate legal entity. TC and TF are separate entities from LPL. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the United States. Trilogy Financial Privacy Policy Webmail Portal California Insurance License Information © 2021 Trilogy Financial Services, Inc. All Rights Reserved.