BH
CFP
BH
CFP

Brian Huber

33 Years of Experience
Atlanta, GA
Broker

Brian Huber is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Atlanta, GA, with 33 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3280 Peachtree Rd NE Ste 300, Atlanta, GA, 30305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian is the Chairman of the Endowment Fund for Iron City Fishing Club, spending minimal time on this non-investment related activity. He also has two loans, both investment-related, but spends no time on them.

Employment History
Current Registrations
Wells Fargo Advisors
June 2002 - Present · 24 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
June 2002 - Present · 24 yrs 4 mos
Previous Registrations
Wachovia Securities, INC.Broker
April 1993 - June 2002 · 9 yrs 2 mos
Keogler, Morgan & Company, INC.Broker
March 1993 - May 1993 · 2 mos
State Registrations31 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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