Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
24yrs
Michael Christopher Loo
Financial advisor at Trilogy Capital
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 72% of advisors in Irvine
Office2601 Main Street Suite 100, Irvine, CA 92614
FirmTrilogy Capital
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Trilogy Capital
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2015 – nowTrilogy Capital, Inc.Current firm
- 2006 – 2017National Planning CorporationPreviously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Trilogy Capital at 949-221-8105 and ask for Michael Christopher Loo. Michael works from the Irvine, CA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2002, about 24 years. More experience than 72% of advisors in Irvine.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Trilogy Capital reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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