Dale Sarpard
Investment adviser representative at Trilogy Capital, Inc.
10 yearsExperience
2 statesRegistered in
$3.2BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Vp of Wealth ManagementOct 2025 to now
- Trilogy Capital, Inc.Jul 2017 to now
- LPL Financial LLCNov 2017 to Aug 2019
- Trilogy Financial ServicesJun 2016 to Oct 2025
- National Planning CorporationJun 2016 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Trilogy Capital, Inc.
$3.2BAssets managed
8,388Clients
72Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6662435
- Firm CRD
- 281597