Experience

Trilogy Financial

• United States
• Financial Services
• 100 - 200 Employee

• Independent Financial Advisor

  • Jun 2002 - Present

  As an independent financial advisor, it is my mission is to make a meaningful impact on the lives of my clients and the people they love. I help families make educated decisions with their money and pursue a strong financial future. Areas of focus 1) Retirement Planning, Income, and Distribution Strategies 2) College Savings 3) Life Insurance/Long Term Care Insurance 4) Beneficiary Planning Experience and Expertise 1) 20+ years of experience in the financial services industry 2) MBA from USC 3) Joined Trilogy Financial in 2002 where I offer objective and comprehensive advice To learn more, please visit http://www.MikeLoo.com Mike Loo is a registered representative for LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact and Personal Info' section above. Investment advice offered through TrilogyCapital, Inc., a registered investment advisor. Trilogy Financial and TrilogyCapital, Inc. are not affiliated with LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: CA, MN, NV and TX. CA License #0D78272 Certain information contained herein has been obtained from third party sources and such information has not been independently verified by Trilogy Capital, Inc. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by Trilogy Capital, Inc. or any other person. While such sources are believed to be reliable, Trilogy Capital, Inc. does not assume any responsibility for the accuracy or completeness of such information. Trilogy Capital, Inc. does not undertake any obligation to update the information contained herein as of any future date. Show less



IBM

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Business Development Intern

  • 2001 - 2001



Franklin Templeton

• United States
• Financial Services
• 700 & Above Employee

• Management Trainee

  • Aug 1997 - Mar 2000

  Described products to in-bound callers, worked in various marketing departments, compliance, e-business Described products to in-bound callers, worked in various marketing departments, compliance, e-business



A.G. Edwards, Merrill Lynch, State Farm Insurance

• Intern

  • Jan 1996 - Mar 1997

  Miscellaneous internships while in college to build a broad knowledge of the financial services industry. Miscellaneous internships while in college to build a broad knowledge of the financial services industry.