Trent HustonCRD Number: 5549296
Current Firm: Andrew C. Karlinski Financial & Insurance Services, Inc.
Trent Huston (CRD# 5549296) is an Investment Advisor Representative working at Andrew C. Karlinski Financial & Insurance Services, Inc. in Tustin, CA and has over 7 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Asset Planning, Inc.
|Andrew C. Karlinski Financial & Insurance Services, Inc.||Tustin, CA||May 2015 - Current||1|
|Lpl Financial LLC||Tustin, CA||Sep 2009 - Current||7|
|Huston & Associates||Tustin, CA||Jun 2002 - Current||14|
|Mutual Service Corp||Tustin, CA||Aug 2008 - Sep 2009||1|
|Student||Orange, CA||Jun 1998 - May 2008||9|
|Slide-a-shelf||Santa Ana, CA||Apr 2006 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2009|
Total Assets Under Management42MILLIONS
Total Number of Accounts108ACCOUNTS
Average Account Value$388,889
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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