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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Huber is a financial advisor with Savant Wealth Management. David has been in the financial services industry since 1983 and has a long history of working with a variety of clients, including individuals, businesses, and institutions. David is a Certified Financial Planner™ and holds the Series 6, 62, and 22 licenses. David specializes in providing financial planning, portfolio management, and investment advisory services. David also has experience in working with retirement plans. David is committed to helping clients achieve their financial goals through personalized advice and a long-term approach.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
03/16/2020 - Present
Savant Wealth Management (ROCKFORD IL)
IL
10/29/1990 - 04/03/2006
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
CT
03/16/1983 - 03/29/1990
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
05/31/1983 - 10/24/1985
PPS SECURITIES CORP.
BC
Issued 12/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2002
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/27/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/15/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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