David Huisinga
David Huisinga is a registered investment advisor at LPL Financial LLC, based in Huntington Beach, CA, with 24 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
17011 Beach Blvd, #101, Huntington Beach, CA, 92647
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2021Customer Dispute
December 2011Other Business ActivitiesSells Insurance
David is a Senior VP of Investments at Trilogy Capital Inc. and Trilogy Financial Services. He also works as an insurance agent for non-variable insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Trilogy Capital, INC.
Previous Registrations
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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