Tina
Huston

Commonwealth Financial Network

CRD#1968629
Investment Advisor
in San Diego, CA
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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

Series 63, Series 66, Certified Financial Planner

Years of Experience

33 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

4550 Kearny Villa Road Suite 201
San Diego, CA 92123

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

CA Average: $16,012,751,954
Total Number of Employees

3,350

CA Average: 118
Total Number of Accounts

388,288

CA Average: 4,567
Average Account Size

$219,462

CA Average: $3,506,186

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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.

2009 - Present (10 years)

Commonwealth Financial Network

1985 - Present (34 years)

Jm Financial Services

2009 - 2009 (< 1 year)

Sagepoint Financial, Inc

2005 - 2009 (4 years)

Aig Financial Advisors, Inc

1989 - 2009 (20 years)

Sunamerica Securities, Inc

Disclosures

Tina Huston has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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