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Andrew James Huber

Magnolia Wealth

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About Andrew James Huber

Andrew Huber is an Investment Advisor Representative with Magnolia Wealth. Andrew has been in the financial services industry since 2012, having worked for a number of firms before starting Magnolia Wealth in 2022. Andrew holds the Series 6, 7, 63 and 65 licenses and the SIE designation. Andrew is a Registered Representative in the state of Texas. Andrew specializes in portfolio management for individuals and financial planning. Andrew's firm, Magnolia Wealth, offers financial planning and portfolio management for individuals. Magnolia Wealth also provides fixed fees and a percentage of assets for compensation.

Firm Information

Andrew Huber is currently registered with Magnolia Wealth. Magnolia Wealth is a financial advisor that offers financial planning and portfolio management services for individuals. They have 1 licensed agent, 2 investment advisor representatives, and 1 adviser rep for other investment advisors.

Not reported

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Huber’s Registration & Firm History

TX

05/09/2024 - Present

Magnolia Wealth (SPRING TX)

TX

03/02/2017 - 05/26/2020

LPL FINANCIAL LLC (HOUSTON TX)

TX

06/14/2012 - 03/03/2017

FIRST COMMAND FINANCIAL PLANNING, INC. (HOUSTON TX)

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Licenses & Designations

IA

Issued 10/03/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/03/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/2017

Series 7 - General Securities Representative Examination

BC

Issued 06/13/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew James Huber.
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