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Carolina Carranza Hernandez

4 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
8,537 clients
Average Client Portfolio
$308K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$5.5K
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Location

16427 N Scottsdale Road, #360, Scottsdale, AZ, 85254

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Carolina is an insurance agent for various carriers, selling life and health insurance. This activity takes about 10% of her time.

Employment History
Current Registrations
Trilogy Capital, INC.
May 2021 - Present · 4 yrs 9 mos
State Registrations2 states
AZTX
Advisor
Exams
No exam information available for this advisor.