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David William Huff

DW Huff Advisory

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About David William Huff

David William Huff is an Investment Advisor Representative at DW Huff Advisory. David William Huff has been in the industry since August 2001 and has experience in the financial services industry. David William Huff is a registered Investment Advisor Representative in Louisiana. David William Huff has passed the Series 65, Series 63 and Series 7 exams. David William Huff is a Personal Financial Specialist. David William Huff holds a CPA license. David William Huff is also the owner of DW Huff Consulting, a public accounting firm.

Firm Information

David Huff is currently registered with DW Huff Advisory. DW Huff Advisory is an investment advisory firm that provides financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. They also offer wrap fee programs.

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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David Huff’s Registration & Firm History

LA

08/23/2024 - Present

DW Huff Advisory (CHALMETTE LA)

LA

08/17/2001 - 06/07/2017

HD VEST INVESTMENT SERVICES (METAIRIE LA)

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Licenses & Designations

BC

Issued 01/28/2006

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/05/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/07/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for David William Huff. Review regulatory record here.
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