Greyson Huber is a registered investment advisor, based in Fort Myers, FL, with 23 years of industry experience.
Location
12751 New Brittany Blvd, Fl 1, Fort Myers, FL, 33907
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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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Greyson is a board member for SWF Roy Hobbs Baseball, a men's adult recreation baseball league, since 2020. He spends minimal time on game scheduling, roster decisions, and other league matters.
Employment History
Current Registrations
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 5 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 5 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 5 mos
Previous Registrations
Bb&t Securities, LLC
March 2018 - February 2021 · 2 yrs 11 mos
Bb&t Securities, LLCBroker
March 2018 - February 2021 · 2 yrs 11 mos
Prudential Financial Planning Services
August 2016 - January 2018 · 1 yr 5 mos
Pruco Securities, LLC.Broker
March 2009 - January 2018 · 8 yrs 10 mos
Prudential Financial Planning Services
January 2004 - January 2009 · 5 yrs
Pruco Securities, LLC.Broker
September 2002 - January 2009 · 6 yrs 4 mos
State Registrations1 state
FL
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.