Trevor
Lattin

Lion Street Advisors, LLC

CRD#4832781
Investment Advisor
in Carlsbad, CA

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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

Series 63, Series 66

Years of Experience

13 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

701 Palomar Airport Road Ste 300
Carlsbad, CA 92011

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Lion Street Advisors, LLC Brokerage Details

Total Assets Under Management

$820,893,806

CA Average: $3,042,739,679
Total Number of Employees

85

CA Average: 49
Total Number of Accounts

3,174

CA Average: 2,315
Average Account Size

$258,631

CA Average: $1,314,358

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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.

2014 - Present (6 years)

Lion Street Financial

2014 - Present (6 years)

Lion Street Advisors

2014 - Present (6 years)

Executive Benefit Solutions

2014 - Present (6 years)

Lion Street, Inc

2012 - 2014 (2 years)

J. Alden Associates Inc

2012 - 2014 (2 years)

Meyer Chatfield

2012 - 2014 (2 years)

Graham Investment Management

2010 - 2010 (< 1 year)

Innovation Capital, LLC

2009 - 2011 (2 years)

Employers Group

2008 - 2010 (2 years)

Private Asset Advisors, Inc

2007 - 2010 (3 years)

Private Asset Group, Inc

Disclosures

Trevor Lattin has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lion Street Advisors, LLC

Carie Heckler
Austin, TX
Joseph Mcdowell
Memphis, TN
Matthew Sweat
Dublin, GA
Jonathan Krueger
Chesterfield, MO
Stacy Hayes
Tyler, TX
Christopher Fehr
Springfield, IL
Kyle Wardlaw
Austin, TX
Robert Nienaber
Sacramento, CA

This content was compiled from the SEC and FINRA.

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