Trent Huston, financial advisor Tustin CA
93 score

Trent Huston

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Trent C. Huston
Phone Number: 949-788-7700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    42
    MILLIONS
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $388,889
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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