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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Huston is a financial advisor with over 30 years of experience in the industry. Jeffrey has held registrations with multiple firms including B.C. Christopher Securities Co., Titan/Value Equities Group, Inc., Mutual Service Corporation, LPL Financial LLC, and currently with Private Advisor Group, LLC. He is licensed in 11 states including Arizona, California, Colorado, Hawaii, Kansas, Nevada, Oregon, Tennessee, Texas, Utah, and Washington. Jeffrey holds Series 2, 6, and 63 licenses, as well as the SIE. Jeffrey is also a Chartered Financial Consultant. He provides investment advisory services through Private Advisor Group, LLC. Jeffrey specializes in providing financial planning and investment management services to individuals, businesses, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
10/23/2024 - Present
LPL Financial LLC (TUSTIN CA)
CA
03/31/1999 - 09/08/2009
MUTUAL SERVICE CORPORATION (TUSTIN CA)
CA
01/26/1989 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
05/13/1987 - 03/07/1989
B.C. CHRISTOPHER SECURITIES CO.
BC
Issued 06/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1989
Series 2 - Non-Member General Securities Examination
BC
Issued 05/12/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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