Trilogy Financial Selects LPL Financial As New Broker-Dealer

HUNTINGTON BEACH, Calif., Oct. 19, 2017 /PRNewswire/ -- Trilogy Financial (Trilogy), a privately held financial planning firm with over $2 billion in client assets, today announced its decision to affiliate with LPL Financial LLC ("LPL") following the August announcement that the assets owned by our independent  broker-dealer network, National Planning Holdings, Inc. ("NPH") have been purchased by LPL.  Serving more than 14,000 independent financial advisors, LPL Financial is the nation's largest independent broker-dealer.

"After a thorough review and careful consideration, we have determined that LPL Financial is the right broker-dealer partner for Trilogy," said Jeff Motske, CFP®, president and CEO of Trilogy. "Our priority in a broker-dealer relationship has always been to ensure long-term success and financial independence for our clients, and we are confident that this new partnership with LPL Financial will allow Trilogy to continue to be a dedicated financial resource for our clients throughout all chapters of their lives."

Following the announcement of NPH's acquisition, Trilogy conducted comprehensive due-diligence to determine whether it would transition to LPL Financial or move to another broker-dealer. The Trilogy leadership team vetted nearly a dozen broker-dealer options, both large and small, before coming to a decision.

"LPL Financial's commitment to Trilogy's business model coupled with its forward-thinking perspective on compliance integration, technology, marketing and long-term growth solidified our decision that the broker-dealer is the right long-term partner for Trilogy," said Motske. "We are confident that this decision will provide a smooth transition in the short-term for clients, as well as incredible long-term opportunities for our clients, advisors and entire Trilogy family as we continue to grow."

LPL Financial offers an integrated platform of proprietary technology, brokerage and investment advisory services to more than 14,000 financial advisors and approximately 700 financial institutions nationwide. Its mission is to enable advisors to create and grow highly profitable businesses by providing them with the services and tools to meet the needs of their clients.

About Trilogy Financial Services
Founded in 1999, Trilogy Financial Services is a privately held financial planning firm with over $2 billion in client assets. Trilogy is committed to providing innovative perspectives and tailored planning to help clients achieve financial independence wherever their story takes them. Headquartered in Huntington Beach, California, Trilogy has more than 150 advisors nationwide in 10 offices throughout the United States. TrilogyCapital is the firm's independent Registered Investment Advisor (RIA). Learn more at trilogyfs.com.

About National Planning Holdings, Inc.
National Planning Holdings, Inc. (NPH) is a broker-dealer holding company and an affiliate of Lansing, Mich.-based Jackson National Life Insurance Company® (Jackson®). NPH serves as the holding company for the independent broker-dealers INVEST Financial Corporation®, Investment Centers of America, Inc., National Planning Corporation® and SII Investments, Inc.® As of June 30, 2017, the member firms of the NPH network supported more than 3,200 advisors across the country with over 1.5 million customer accounts and approximately $124 billion in assets under management. NPH and Jackson are wholly owned by Prudential plc (NYSE: PUK), a company incorporated in England and Wales. Prudential plc is not affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America.

Advisory services provided by TrilogyCapital, Inc., a Registered Investment Adviser. Separate advisory and securities services may be provided by National Planning Corporation (NPC), a SEC Registered Investment Adviser and broker-dealer. Member FINRA and SIPC. Certain registered representative with NPC are doing business under the name of Trilogy Financial. TrilogyCapital, Inc. and Trilogy Financial are affiliated by common ownership and are separate and unrelated to NPC.  Please consult with your representative to confirm on which company's behalf services are being provided.

SOURCE Trilogy Financial Services, Inc.

Related Links

http://www.trilogyfs.com