Trilogy Financial
Jeffrey Hackbarth, CFP®, has a diverse work experience in the financial services industry. Jeffrey started their career in 2005 at Target, where they served as an Executive Team Leader - Logistics until 2007. In 2008, they joined National Planning Corporation (NPC) as an Investment Advisor Representative and worked there until 2017. During their time at NPC, they became well-versed in providing investment advice and managing client portfolios. In 2008, they also joined Trilogy Financial Services as the Vice President of Client Services, a role they held until 2013, when they were promoted to Senior Vice President. Currently, they are employed at LPL Financial as a Registered Representative, continuing to provide financial services to clients.
Jeffrey Hackbarth, CFP®, has a diverse educational background that spans over a decade. Jeffrey attended St. Augustine High School from 1990 to 1994 for their high school education. Following that, from 1994 to 1997, they pursued a Bachelor of Arts degree in English from Loyola Marymount University. In 2011, they enrolled in the College for Financial Planning and completed their certification as a Certified Financial Planner in 2013. Jeffrey'sfield of study during this certification was Financial Planning and Services.
Trilogy Financial
Established in 1999, Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services. Privately owned, Trilogy offers its services nationwide, with multiple branches from coast to coast. Trilogy prides itself on its comprehensive training program and support staff. We offer a wide range of support to each other and to newer representatives – from challenging and expanding the knowledge of experienced advisors, to offering step-by-step learning from the ground up for individuals looking for a career in the financial services industry. Trilogy’s strong work ethic and pursuit of excellence has earned their representatives and the company itself, top awards in a variety of venues – from a multitude of industry-related perspectives to some of the most important community-related interests. Visit us at http://www.facebook.com/trilogyfs The registered individuals of Trilogy Financial are registered representatives with, and Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Trilogy Capital, LLC, a registered investment advisor. Trilogy Financial and Trilogy Capital, LLC 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. 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.