Andrew C. Karlinski Financial & Insurance Services, Inc.

Andrew C. Karlinski Financial & Insurance Services, Inc. (CRD# 130338) is a financial advisory firm headquartered in Irvine, CA. They manage $42,000,000 in 108 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Andrew C. Karlinski Financial & Insurance Services, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Trent C. Huston
CRD#: 5549296
17742 Irvine Blvd., #200, Tustin, CA 92780
93
Wealthminder
score

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.

2
Josiah D. Jennings
CRD#: 6031164
6 Venture Suite 390, Irvine, CA 92618
90
Wealthminder
score

Josiah Jennings (CRD# 6031164) is an Investment Advisor Representative working at Andrew C. Karlinski Financial & Insurance Services, Inc. in Irvine, CA and has over 4 years of experience in the finance industry.

3
Christine L. Hagen
CRD#: 1059139
6 Venture Suite 390, Irvine, CA 92618
76
Wealthminder
score

Christine Hagen (CRD# 1059139) is an Investment Advisor Representative working at Andrew C. Karlinski Financial & Insurance Services, Inc. in Irvine, CA and has over 25 years of experience in the finance industry. Christine Hagen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Andrew C. Karlinski
CRD#: 1112156
6 Venture Suite 390, Irvine, CA 92618
66
Wealthminder
score

Andrew Karlinski (CRD# 1112156) is an Investment Advisor Representative working at Andrew C. Karlinski Financial & Insurance Services, Inc. in Irvine, CA and has over 30 years of experience in the finance industry. Andrew Karlinski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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