Keith Huberman
Keith Huberman is a CFP-designated registered investment advisor, based in The Woodlands, TX, with 28 years of industry experience. Keith is also registered as a broker, so some compensation may come from commissions on products sold.
Location
9709 Lakeside Boulevard, Suite 375, The Woodlands, TX, 77381
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Regulatory History (1)
Customer Dispute
February 2000Other Business ActivitiesSells Insurance
Keith has passive ownership in Concurrent Partners 1 and is an officer at TailorMade Financial, a support company for insurance processing. He also works at TailorMade Financial, Inc. providing wealth management and processing insurance products about half his time, and at Concurrent Investment Advisors providing wealth management and investment advice about a quarter of his time. Keith also sells fixed insurance products and is President of TailorMade Twenty, LLC.
Employment History
Current Registrations
Oakwood Capital Securities, INC.Broker
Oakwood Capital Securities, INC.
Concurrent Investment Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Tlg Advisors, INC.
The Leaders Group, INC.Broker
American General Equity Services CorporationBroker
P.J. Robb Variable CorporationBroker
The Leaders Group, INC.Broker
AXA Distributors, LLCBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations5 states
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
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