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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Huber is a financial advisor with over 25 years of experience in the financial industry. John Robert Huber is registered as a broker-dealer and investment advisor representative in 47 states. John Robert Huber is currently employed at D.a. Davidson & Co. based in Great Falls, MT. John Robert Huber has experience providing financial advice to a variety of clients, including individuals, corporations, and institutions. John Robert Huber specializes in providing investment advice, financial planning, portfolio management, and educational seminars. John Robert Huber is also a board member of the Montana Federal Credit Union and a trustee for the Animal Foundation of Great Falls.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
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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2
MT
10/10/2018 - Present
D.a. Davidson & Co. (GREAT FALLS MT)
IL
10/28/1994 - 09/11/1998
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
MT
07/20/1994 - 10/25/1994
D.A. DAVIDSON & CO. (GREAT FALLS MT)
IA
Issued 03/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/14/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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