Tustin, CA Irvine Blvd Office
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Private Advisor Group, LLC
Enterprise
Firm-wide stats for Private Advisor Group, LLC
About
Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses and retirement plans, providing both discretionary and non‑discretionary portfolio management, financial planning, retirement plan consulting and access to wrap and non‑wrap advisory programs. The firm also offers managed account solutions including its proprietary WealthSuite, third‑party TAMPs and custodian programs, annuity allocation services, alternative investments through CAIS, and held‑away management for certain participant accounts via Pontera.
PAG describes its advisory model as fiduciary‑based: investment adviser representatives gather client goals and risk tolerances, then either act as portfolio managers or assist clients in selecting managers and model portfolios from strategists such as Fidelity, BlackRock and Invesco. The firm uses technology platforms (Orion for WealthSuite, Pontera for held‑away assets) and employs a range of methods (asset allocation, fundamental, technical, trading and both long‑ and short‑term strategies) while often implementing advice through third‑party managers and TAMPs.
Noteworthy features in the brochure include that certain IARs are licensed attorneys who may provide legal services in their individual capacities and that some IARs serve as real estate brokers, dealers or investors and may recommend real estate transactions — relationships the firm discloses and seeks to manage. The brochure also discloses an ownership link and business relationships with LPL and affiliated entities, a proprietary WealthSuite that receives model‑provider revenue shares used to offset platform costs, and a recent SEC enforcement matter concerning mutual fund share‑class disclosures for which the firm agreed to remedial measures and payment.
Based on Private Advisor Group, LLC
Location
17742 Irvine Blvd, #200
Tustin CA 92780
Advisors at this office
3
Advisors at this office
Trent H
ChFC®, Series 66
Tustin, CA
Private Advisor Group, LLC
Trent Huston is a financial advisor with Private Advisor Group, LLC, holding ChFC® and Series 66 credentials and bringing 17 years of industry experience. His career includes roles at AK Financial Group and LPL Financial. He is also involved with OC Wealth Coach, a business focused on life, health, disability, and long-term care insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a variety of investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.
Amanda H
ChFC®, Series 66
Tustin, CA
Private Advisor Group, LLC
Amanda Huston is a ChFC® and holds a Series 66 license with 17 years of industry experience. She is currently with Private Advisor Group, LLC and has previously worked at LPL Financial. Outside of advisory work, she is involved in a home-based business selling handmade shirts and craft kits. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that utilizes technology platforms and multiple investment strategies, often implementing advice through third-party managers and TAMPs.
Jeffrey H
ChFC®, Series 63
Tustin, CA
Private Advisor Group, LLC
Jeffrey Huston is a financial advisor with Private Advisor Group, LLC, holding the ChFC® and Series 63 credentials and bringing 39 years of industry experience. He has worked at LPL Financial Corporation and Central Life Assurance Co. (Smith Agency). Outside of advisory services, he is involved in life, health, disability, and long-term care insurance sales. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model, utilizing technology platforms and third-party managers to deliver both discretionary and non-discretionary investment solutions.
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