Caitlin Spain (CRD# 6853816) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Denver, CO and has over 6 years of experience in the finance industry.
CRD# 3077330
Schwab Wealth Advisory, Inc.
CRD# 2265858
Charles Schwab & Company, Inc.
CRD# 2178385
Abboud Financial Planning, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trilogy Capital Inc. | Denver, CO | Dec 2017 - Current | 6 |
| Trilogy Financial Services | Denver, CO | Sep 2017 - Current | 6 |
| Lpl Financial Services | Denver, CO | Sep 2017 - Current | 6 |
| Planet Laboratories | Denver, CO | Aug 2016 - Sep 2017 | 1 |
| Simplicity Laser | Denver, CO | Mar 2016 - Sep 2016 | < 1 |
| Planet Laboratories | Denver, CO | Jun 2014 - Apr 2016 | 1 |
| School Of Rock | Denver, CO | Jul 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- CO
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Total Assets Under Management1,887MILLIONS
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Total Number of Accounts18,469ACCOUNTS
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Average Account Value$102,168
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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