Trevor
Lattin

Lion Street Advisors, LLC

CRD#4832781
Investment Advisor
in Carlsbad, CA
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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

Series 63, Series 66

Years of Experience

11 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 11 years of experience.

2014 - Present (5 years)

Lion Street Financial

2014 - Present (5 years)

Lion Street Advisors

2014 - Present (5 years)

Executive Benefit Solutions

2014 - Present (5 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.

This content was compiled from the SEC and FINRA.

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