Lion Street Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Trevor Lattin is a financial advisor operating out of Carlsbad, California, who has been in the industry for 11 years. Lattin is currently employed by Lion Street Advisors, LLC. Their career trajectory has included roles 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 and Executive Benefit Solutions. Lattin has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to serve investors in California. Lion Street Advisors, LLC is a financial advisory business that has its headquarters in Carlsbad, California. It has offices in 27 locations and a total of 56 advisors. It manages $489 million in total assets across its 1,798 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. Lion Street Advisors, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees billed by Lion Street Advisors, LLC likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lion Street Advisors, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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 11 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.