David Foster Huisinga

LPL Financial LLC

23 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning

LPL Financial LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

26657 advisors

Number of Clients

1,676,192 clients

Average Client Portfolio

$369K average

Assets Under Management

$618.9B

Fee Structure

Minimum Investment:$1K

Location

17011 Beach Blvd, #101, Huntington Beach, CA, 92647

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 2021

Settled

Customer Dispute

December 2011

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

David is a Senior VP of Investments at Trilogy Capital Inc. and Trilogy Financial Services. He also works as an insurance agent for non-variable insurance, spending a few hours per week on this activity.