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Claudia Lin

Wealth Advisor at Trilogy Financial

  • LinkedIn

Email Email: c****@trilogyfs.com

phone noPhone Number: (***)-***-****

I believe a personal, thorough, and flexible financial plan is the key to a worry-free life. it gives me a great sense of accomplishment seeing my clients successfully steer though life's...

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TRILOGY FINANCIAL

TRILOGY FINANCIAL

  • Employees count Employees 51-200
  • Revenue Revenue 100 Million to 250 Million
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Trilogy Financial Org Chart and Mapping

VP-Level
VP-Level

Debra Stolz

Personal Assistant to Executive VP Trilogy Financial and COO Trilogycapital

Joseph Sirgy

VP of Wealth Management

Employees

Claudia Brown

Wealth Management Associate

Kevin Mackintosh

Executive Vice President

Jerry Wilk

Owner, Osj Supervising Principal, Financial Planner

Brandon Chambers

Client Service Coordinator

Frequently Asked Questions Regarding Claudia Lin

Answer: Claudia Lin works for Trilogy Financial as Wealth Advisor

Answer: Claudia Lin’s role in Trilogy Financial is Wealth Advisor

Answer: Claudia Lin's email address is c***@gmail.com

Answer: Claudia Lin's business email address is c****@trilogyfs.com

Answer: Claudia Lin’s direct phone number is (***)-***-****

Answer: Claudia Lin works in the industry of: Financial Services

Answer: Claudia Lin is the current Wealth Advisor at Trilogy Financial.... Read More

Answer: Claudia Lin works Trilogy Financial located at BCH BLVD, Irvine, , 92647, California, 17011, United States

Answer: Trilogy Financial's Wealth Advisor is Claudia Lin

Answer: Claudia Lin contact details:

  • Phone number  :  (***)-***-****
  • Email  :  c****@trilogyfs.com

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