Invested Better
Unclaimed

Unclaimed

Unclaimed

Edward Bolivar Huffman

Cabot Lodge Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Edward? Claim Your Profile

About Edward Bolivar Huffman

Edward Bolivar Huffman is a securities professional with over 30 years of experience in the financial services industry. Edward Huffman is currently registered with Cabot Lodge Securities LLC and has been in this role since July 1, 2020. Prior to that, Edward Huffman was employed by Nationwide Securities, LLC, from August 30, 1988, until July 1, 2020. Edward Huffman holds several licenses and certifications, including Series 6, 26, and 63. Edward Huffman is registered in Virginia.

Firm Information

Edward Huffman is currently registered with Cabot Lodge Securities LLC. Cabot Lodge Securities LLC is a Limited Liability Company formed in October 2011 and is registered in all 50 states and the District of Columbia. The firm has been subject to two Regulatory Events and one Arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

30

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Edward Huffman’s Registration & Firm History

VA

07/01/2020 - Present

Cabot Lodge Securities LLC (Lexington VA)

VA

08/30/1988 - 07/01/2020

NATIONWIDE SECURITIES, LLC (LEXINGTON VA)

Not sure if Edward Bolivar Huffman is right for you?

Licenses & Designations

BC

Issued 08/31/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/24/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Bolivar Huffman.
Not sure if Edward Bolivar Huffman is right for you?