Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Kamp Lattin is a financial advisor with Lion Street Advisors, LLC. Trevor is a registered representative in California and an Investment Advisor Representative in California. Trevor has been in the financial services industry for over 17 years. Trevor is also a consultant for Trifecta Advisors and a board member for Last Race Ranch. Trevor is committed to helping clients reach their financial goals.
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.
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.
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.
1
2
CA
11/18/2014 - Present
Lion Street Advisors, LLC (CARLSBAD CA)
PA
05/30/2012 - 11/17/2014
J. ALDEN ASSOCIATES, INC. (WAYNE PA)
CA
07/27/2010 - 12/03/2010
INNOVATION CAPITAL, LLC (LOS ANGELES CA)
CA
05/08/2007 - 04/27/2010
PRIVATE ASSET GROUP, INC. (COSTA MESA CA)
CA
09/08/2004 - 05/09/2007
SIGMA FINANCIAL CORPORATION (WALNUT CREEK CA)
BOTH
Issued 12/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Trevor Lattin is the right advisor for you? Invested Better is here to help.
