Best Investors Account Sign in
Inactive

Nathan Huff Taccini

Financial Advisors Network, Inc.

Tustin, CA

CRD 6598407

Claim This Profile
Employer firm

Financial Advisors Network, Inc. CRD 152083

$1.11B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars
  • CORPORATE TRUST SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Financial Advisors Network, Inc.

1432 Edinger Avenue Suite 200, Tustin, CA 92780 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-01-17
  • CA RA
    APPROVED
    Since 2019-01-17

Branch Locations

1432 Edinger Avenue Suite 200, Tustin, CA 92780 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trilogy Financial Services Torrance CA 11/2015 Present
Trilogy Capital Inc Torrance CA 11/2017 12/2018
Financial Advisors Network, Inc. Tustin CA 01/2019 Present
Previous Registrations
Other Businesses

DBA Trilogy Financial- Insurance agent- life, accident & health. Spends less than 10% of his time monthly on this activity.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-30
  • S66 Uniform Combined State Law Examination
    2017-05-30

View on SEC IAPD

Nearby Firms

RMR CAPITAL MANAGEMENT LLC
CROSSPOINT FINANCIAL, LLC
EQUITABLE ADVISORS, LLC

Nearby Investors

DAVID LEONARD VAN OVEREEM
TU ANH TRAN
CHRISTOPHER KEYS

Nearby Offices

RMR CAPITAL MANAGEMENT LLC · TUSTIN, CA
CROSSPOINT FINANCIAL, LLC · TUSTIN, CA
EQUITABLE ADVISORS, LLC · TUSTIN, CA

More in Tustin, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor