Lion Street Advisors, LLC
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About this Advisor
Trevor Lattin is an investment advisor who works out of Carlsbad, California. Currently a registered investment advisor with Lion Street Advisors, LLC, they have accrued 12 years of professional experience. Lattin holds Series 63 and Series 66 licenses, certifying them as a securities representative. Lattin is registered to operate in California. The advisor has gained experience at Private Asset Group, Inc, Private Asset Advisors, Inc, Innovation Capital, LLC, Employers Group, J. Alden Associates Inc, Meyer Chatfield, Graham Investment Management, Lion Street Financial, Lion Street Advisors, Executive Benefit Solutions and Lion Street, Inc. Lion Street Advisors, LLC is headquartered in Carlsbad, California, and has 27 locations throughout the United States. As a registered investment firm, Lion Street Advisors, LLC manages $821 million in assets covering 3,174 accounts and retains more than 85 people. The firm's total assets under management makes it one of the larger financial advisory firms in the United States. The firm manages 2,400 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 1% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Lion Street Advisors, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Lion Street Advisors, LLC 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
Trevor Lattin Work History
Trevor has 13 years of experience.
Lion Street Financial
Lion Street Advisors
Executive Benefit Solutions
Lion Street, Inc
J. Alden Associates Inc
Graham Investment Management
Innovation Capital, LLC
Private Asset Advisors, Inc
Private Asset Group, Inc
Trevor Lattin has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lion Street Advisors, LLC