Unclaimed
Mark Huber is an investment advisor representative registered with Concorde Asset Management, LLC. Mark Huber has been in the securities industry since October 5, 2011. Mark Huber is a registered investment advisor representative in 17 states. Mark Huber is also a registered representative in 26 states. Mark Huber's firm provides financial planning, pension consulting and selection of other advisors. Mark Huber has been employed by Concorde Asset Management, LLC, since March 2012. Mark Huber is also a partner with TADA Wealth Advisors. Mark Huber is the owner of Thornwood Financial, a DBA for financial advisory services and securities business activities. Mark Huber provides small business consulting, exit & succession planning, life insurance sales (not variable), college planning and debt management consulting. Mark Huber also owns Neighborhood Direct and Painless Tax Solutions.
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.
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.
Promoter fees from other advisors
1
2
MI
05/08/2017 - Present
Concorde Asset Management, LLC (ANN ARBOR MI)
IL
10/06/2011 - 03/02/2012
WORLD EQUITY GROUP, INC. (ARLINGTON HEIGHTS IL)
IA
Issued 06/20/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Huber is the right advisor for you? Invested Better is here to help.