Hannah Peck-lazcano
Investment adviser representative at Trilogy Capital, Inc.
10 yearsExperience
1 stateRegistered 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.
- Trilogy Capital, Inc.Jul 2026 to now
- Trilogy Financial ServicesMay 2026 to now
- Sushi FactoryAug 2023 to Apr 2026
- San Diego State UniversityAug 2023 to Dec 2025
- UnemployedJun 2023 to Jul 2023
- The Baked BearAug 2022 to Jun 2023
- Itan (eversun)Jan 2021 to May 2022
- Miracosta CollegeAug 2020 to May 2023
- La Costa Canyon High SchoolAug 2018 to Aug 2020
- Panera BreadJun 2018 to Dec 2020
- Manasquan High SchoolMay 2018 to Aug 2018
- UnemployedMay 2018 to Aug 2018
- Sunset High SchoolAug 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8260126
- Firm CRD
- 281597