Trent Huston
Trent Huston is a ChFC-designated registered investment advisor at Private Advisor Group, LLC, based in Tustin, CA, with 17 years of industry experience. Trent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
17742 Irvine Blvd Suite 200, Tustin, CA, 92780
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Trent spends about half of their time with OC Wealth Coach/Orange County Wealth Coach, selling non-variable insurance products including life, health, disability, long-term care, and fixed annuities. Trent also dedicates full-time hours to OC Wealth Coach as a DBA for LPL business and a significant amount of time to Private Advisor Group as an IAR, and a few hours per week to BraveHer Wealth as a DBA for LPL business.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ak Financial Group
LPL Financial LLC
Mutual Service CorporationBroker
State Registrations8 states
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