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Friday, October 2, 2026The Morning Brief →Sign in
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Trilogy Financial

In PWD coverage since October 2, 2026 · 1 story
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Oct 1, 26Fund launchTrilogy Tax & Consulting — coverage
PWD coverage
practice

Trilogy Financial launches an affiliated tax and consulting business

The Irvine RIA, with more than $5 billion in advisory and brokerage assets across 10 regional offices, says the new affiliate will prepare returns and help advisors connect clients with tax professionals.
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