David Rae, CFP® Vice President of Investments |
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While I work with a variety of clients throughout Califonia and across the country a majority of my clients live in and around the Los Angeles, Beverly Hills, and West Hollywood areas. With that in mind I have many of my clients meetings in the area. My primary office is located in the Bank of the West Building conveniently located in Torrance at 110 and 405 freeway. Additional Trilogy Finnacial Services offices are located in Huntington Beach, Irvine, San Diego, Corona, West Covina, Calabassas, San Mateo, Boston, Tucson and Denver. 
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This site has been published for residents of California (Insurance License # OE10562) and Colorado. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security investment or instrument or to participate in any particular trading strategy. Securities and investment advisory services offered through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Trilogy Financial Services, Inc. and NPC are separate and unrelated companies.
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