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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Huffman is an investment advisor representative with Kovitz Investment Group Partners, LLC based in Northbrook, IL. Robert has over 30 years of experience in the financial services industry. Robert is a registered investment advisor representative in the state of Illinois. Robert has passed the Series 3, 7, 8, 24 and 63 exams. Robert has worked in the past with firms such as CITIGROUP GLOBAL MARKETS INC., SALOMON BROTHERS INC., and EDWARD D. JONES & CO., L.P.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
08/01/2024 - Present
Kovitz Investment Group Partners, LLC (Northbrook IL)
NY
11/28/1997 - 02/05/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/31/1984 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NA
08/23/1983 - 01/21/1985
EDWARD D. JONES & CO., L.P.
IA
Issued 10/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/18/1991
Series 24 - General Securities Principal Examination
BC
Issued 12/18/1984
Series 3 - National Commodity Futures Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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