Unclaimed
Trent Chapman Huston is a financial advisor with over 15 years of experience in the industry. Trent is currently registered with Private Advisor Group, LLC and has an active license in California and Texas. Trent has held a variety of roles within the financial services industry including roles with Mutual Service Corporation, AK Financial Group and LPL Financial. Trent's expertise lies in financial planning, portfolio management, and retirement planning. Trent is a Chartered Financial Consultant and is dedicated to providing personalized financial guidance to individuals, families, and businesses.
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.
Solicitation/referral
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.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
CA
07/19/2024 - Present
Private Advisor Group, LLC (Tustin CA)
CA
02/05/2009 - 09/08/2009
MUTUAL SERVICE CORPORATION (TUSTIN CA)
BOTH
Issued 03/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Trent Huston is the right advisor for you? Invested Better is here to help.