linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Foster Huisinga

Trilogy Capital, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Foster Huisinga

David Foster Huisinga is an investment advisor representative with Trilogy Capital, Inc. David has been in the securities industry since February 7, 2002. David is licensed in 20 states and holds Series 6, 7, 63 and 65 securities licenses, as well as the SIE exam. David specializes in providing financial planning, pension consulting, and selection of other advisors, and provides portfolio management services for individuals. David is also a registered investment advisor representative with Trilogy Capital, Inc. and has been providing investment advisory services since January 2018.

Firm Information

David Huisinga is currently registered with Trilogy Capital, Inc.. Trilogy Capital, Inc. is an investment advisor registered with the SEC and located in Irvine, CA. They manage approximately $1.89 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. They offer a range of services, including financial planning, portfolio management, and selection of other advisors. Trilogy Capital, Inc. also participates in wrap fee programs.
Trilogy Capital, Inc.

2601 MAIN STREET

IRVINE, CA 92614

$1.89B

Assets Under Management

35

Total Clients

68

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Huisinga’s Registration & Firm History

CA

03/20/2019 - Present

Trilogy Capital, Inc. (Huntington Beach CA)

CA

02/07/2002 - 11/29/2017

NATIONAL PLANNING CORPORATION (IRVINE CA)

Not sure if David Foster Huisinga is right for you?

Licenses & Designations

IA

Issued 12/21/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/22/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/29/2003

Series 7 - General Securities Representative Examination

BC

Issued 02/06/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for David Foster Huisinga. Review regulatory record here.
Not sure if David Foster Huisinga is right for you?