DH
DH

David Huisinga

24 Years of Experience
2 DisclosuresBrokerSells Insurance

David Huisinga is a registered investment advisor at LPL Financial LLC, based in Huntington Beach, CA, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

17011 Beach Blvd Ste 101, Huntington Beach, CA, 92647-5995

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2021
Settled
Customer Dispute
December 2011
Denied
Other 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
November 2025 - Present · 5 mos
LPL Financial LLC
November 2017 - Present · 8 yrs 5 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 5 mos
Trilogy Capital, INC.
December 2015 - Present · 10 yrs 4 mos
Previous Registrations
LPL Financial LLC
November 2017 - April 2018 · 5 mos
National Planning Corporation ("npc of America" in Fl & Ny)
January 2006 - November 2017 · 11 yrs 10 mos
National Planning CorporationBroker
February 2002 - November 2017 · 15 yrs 9 mos
State Registrations16 states
ARAZCACOFLGAIAIDINNHNVNYORTXUTWA
AdvisorBrokerBoth

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
No exam information available for this advisor.