Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Huddleston is a financial advisor with Schwab Wealth Advisory, Inc. John has been in the industry since 2008. John has a Series 63 and 65 license, in addition to a Series 7, 9, 10, and 24. John has experience with a variety of firms, including TD Ameritrade, Inc., ScotTrade, Inc., Fidelity Brokerage Services LLC, and T. Rowe Price Investment Services, Inc.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
04/17/2023 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
CO
02/26/2018 - 04/17/2023
TD AMERITRADE, INC. (Lone Tree CO)
CO
05/18/2017 - 02/26/2018
SCOTTRADE, INC. (COLORADO SPRINGS CO)
CO
05/18/2015 - 11/02/2016
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
03/31/2008 - 05/11/2015
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
IA
Issued 04/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/03/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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