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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 Vincent Huber is an investment advisor representative with Tradeway based in Mexia, TX. David has been in the industry since November 2009. David holds a Series 65 license and is registered with the state of Texas. The firm's main office is located at 158 PRIVATE ROAD 5489 in Mexia, TX. Tradeway provides advisory services for individuals, investment companies, high-net-worth individuals, and others. The firm's assets under management are approximately $68,426,036, with $59,798,366 being discretionary accounts. The firm's client count is approximately 34,600. The firm's compensation arrangements include fixed fees, subscription fees, percentage of assets and other.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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TX
10/10/2016 - Present
Tradeway (MEXIA TX)
IA
Issued 10/10/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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