JH
JH

John Huber

31 Years of Experience
Great Falls, MT
Broker

John Huber is a registered investment advisor at D.A. Davidson & CO., based in Great Falls, MT, with 31 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

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

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Location

8 Third Street North, Great Falls, MT, 59401

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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

John is an associate board member of Montana Federal Credit Union, a trustee for Animal Foundation of Great Falls/Maclean Animal Adoption Center, a trustee for JW Trust, and a trustee for Great Falls Americans Little League. These activities involve making policy decisions, fundraising, managing brokerage accounts, and acting as a financial advisor.

Employment History
Current Registrations
D.A. Davidson & CO.
April 2002 - Present · 24 yrs 3 mos
D.A. Davidson & CO.Broker
August 1998 - Present · 27 yrs 11 mos
Previous Registrations
Davidson Investment Advisors, INC.
June 2002 - December 2004 · 2 yrs 6 mos
B. C. Ziegler and CompanyBroker
October 1994 - September 1998 · 3 yrs 11 mos
D.A. Davidson & CO.Broker
July 1994 - October 1994 · 3 mos
State Registrations41 states
AKALARAZCACOCTDCDEFLGAHIIAIDILLAMAMDMNMOMTNCNDNHNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWY
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.
John Huber - Financial Advisor | TrueAdvisor