| Name | Title | Contact Details |
|---|---|---|
Tara McCarthy |
Senior Counsel and Director of Compliance | Profile |
TRILOGY FINANCIAL SERVICES is a Huntington Beach, CA-based company in the Financial Services sector.
Johnson Butler is a San Marino, CA-based company in the Financial Services sector.
Full service wealth management firm. We support a diverse and varied clientele, from business owners and executives, to retirees and individual investors. We advise clients on investments, retirement planning, education planning, estate planning, retirements plans, insurance planing, and business planning. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, potential ways on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams. Securities offered through LPL Financial, Member FINRA www.finra.org SIPC. www.SIPC.org. Investment Advice offered through Northstar Wealth Partners, a registered investment advisor and separate entity from LPL Financial. This site is designed for U.S. residents only. The services offered within this side are available exclusively though our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
iQ Venture Partners is a New York, NY-based company in the Financial Services sector.
Tricolor is a Community Development Financial Institution (CDFI) and mission-driven company which sells and finances high quality, certified used motor vehicles through its premium brands, Tricolor Auto Group in Texas and Ganas Auto Group in California, utilizing advanced data analytics and technology to advance financial inclusion to a highly underserved market and offer responsible, affordable, credit-building auto loans to individuals with no or limited credit history. Headquartered in Dallas, Tricolor and its affiliate Ganas Auto Group operate 38 retail dealerships across 12 markets in Texas and California, as well as a shared services center in Guadalajara, Mexico. On a combined basis, Tricolor and Ganas have served over 60,000 customers and disbursed over $1 billion in affordable auto loans by using its proprietary model to segment risk.