JH
JH

Jean Huber

23 Years of Experience
Boothbay Harbor, ME
Broker

Jean Huber is a registered investment advisor at Cetera Investment Advisers LLC, based in Boothbay Harbor, ME, with 23 years of industry experience. Jean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

41 Townsend Ave, Boothbay Harbor, ME, 04538

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Jean works as a branch manager and handles consumer/mortgage lending through First Federal Savings & Loan, spending a few hours per week. She also serves as a notary public for bank documents and holds power of attorney for her spouse and mother-in-law, requiring minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2018 - Present · 8 yrs 4 mos
Cetera Investment Services LLCBroker
January 2018 - Present · 8 yrs 4 mos
Cetera Investment Services LLC
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Invest Financial Corporation
November 2011 - December 2017 · 6 yrs 1 mo
Invest Financial CorporationBroker
November 2011 - December 2017 · 6 yrs 1 mo
Sorrento Pacific Financial, LLC
November 2007 - November 2011 · 4 yrs
Sorrento Pacific Financial, LLCBroker
January 2006 - November 2011 · 5 yrs 10 mos
Icba Financial Services CorporationBroker
November 2002 - December 2005 · 3 yrs 1 mo
State Registrations8 states
DCFLMAMENCNHPASC
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.
Jean Huber - Financial Advisor | TrueAdvisor