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James Craig Huber

Liontree Advisors LLC

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About James Craig Huber

James Huber is a financial advisor with Liontree Advisors LLC, a firm that has been operating in the financial services industry for many years. James has been in the industry for several years. James holds the SIE and the Series 79TO licenses. James has been registered with FINRA and has been associated with Liontree Advisors LLC since August 2021. James is committed to providing comprehensive financial planning and investment advice to help individuals and families achieve their financial goals.

Firm Information

James Huber is currently registered with Liontree Advisors LLC. Liontree Advisors LLC is a Limited Liability Company formed in May 2012. The firm is registered with the SEC and has a presence in 22 states, including Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Kansas, Louisiana, Maryland, Massachusetts, Nebraska, Nevada, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, and Washington.

Not reported

Assets Under Management

Not reported

Total Clients

37

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.

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James Huber’s Registration & Firm History

NY

08/03/2021 - Present

Liontree Advisors LLC (New York NY)

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Licenses & Designations

BC

Issued 08/03/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/23/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Craig Huber.
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