June C. Adams
Professional summary
June Chiyun Adams, who also goes by June Chiyun Chong, is a registered financial advisor currently at TRILOGY CAPITAL, INC. located in Irvine, California and LPL FINANCIAL LLC located in Scottsdale, Arizona.
June is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. June has worked at 4 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 24 and Series 53 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view June Chiyun Adams's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 23, 2015 - Present
TRILOGY CAPITAL, INC.
Office #1: 2601 Main Street Suite 100, Irvine, CA 92614November 29, 2017 - Present
LPL FINANCIAL LLC
Office #1: 16427 N Scottsdale Rd Ste 360, Scottsdale, AZ 85254Office #2: 101 University Blvd Ste 450, Denver, CO 80206Office #4: 2601 Main St Ste 100, Irvine, CA 92614-6277Office #5: 980 Montecito Dr #108, Corona, CA 92879Office #6: 17011 Beach Blvd Ste 101, Huntington Beach, CA 92647-5995Office #7: 10 Mall Rd Ste 301, Burlington, MA 01803Office #8: 25 Recreation Drive, Suite 106, Hingham, MA 02043Office #9: 1000 Lakes Dr Ste 325, West Covina, CA 91790Office #10: 12520 High Bluff Dr Ste 140, San Diego, CA 92130Office #11: 19191 S Vermont Ave Ste 650, Torrance, CA 90502November 29, 2017 - April 13, 2018
LPL FINANCIAL LLC
March 16, 2012 - November 29, 2017
NATIONAL PLANNING CORPORATION
April 21, 1999 - November 29, 2017
NATIONAL PLANNING CORPORATION
February 15, 1996 - April 5, 1999
SUNAMERICA SECURITIES, INC.
Primary Firm SEC Registration
TRILOGY CAPITAL, INC.
CRD#: 281597 / SEC#: 801-106922
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/4/2018)
(11/23/2015)
(11/29/2017)
(4/4/2018)
(2/13/2017)
(4/4/2018)
(3/20/2019)
Exams
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationFINRA
Current Firm
TRILOGY CAPITAL, INC.
CRD#: 281597 / SEC#: 801-106922
Contact information
SEC notice filing (47 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,537 |
| AUM (Assets Under Management) | $ 2,633,357,444 |
Red Flags
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