Commonwealth Financial Network
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About this Advisor
Tina Huston is a certified financial planner located in San Diego, California. Currently a registered financial advisor at Commonwealth Financial Network, they have accrued a notable 33 years of practice as an investment advisor. Huston has Series 63 and Series 66 licenses, which qualify them as a securities agent. Huston can act as an advisor in California. Their career trajectory has included roles at Sagepoint Financial, Inc, Jm Financial Services, Sunamerica Securities, Inc, Aig Financial Advisors, Inc and Commonwealth Financial Network. Commonwealth Financial Network is located in San Diego, California, and has 1,090 additional brick-and-mortar locations in the nation. As a company, Commonwealth Financial Network oversees $81 billion in assets across 335,560 accounts and retains more than 3,200 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the country. The firm manages 328,891 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Commonwealth Financial Network provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Commonwealth Financial Network Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Tina Huston Work History
Tina has 33 years of experience.
Sagepoint Financial, Inc
Commonwealth Financial Network
Aig Financial Advisors, Inc
Sunamerica Securities, Inc
Jm Financial Services
Tina Huston has no disclosures.
Please visit their SEC profile for more details.