DH
CFP
DH
CFP

Douglas Steven Huddleston

16 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation Planning
Compensation
Fee-Only (AUM)
Firm Size
68 advisors
Number of Clients
3,976 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$4.7B

Fee Structure

Minimum Investment:$500K
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Location

10 South Main Street, Suite 104, Topsfield, MA, 01983

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History

Regulatory History (1)
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Regulatory
May 2015
Final
Employment History
Current Registrations
Apella Wealth
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Barker Financial Group, INC.
November 2009 - March 2025 · 15 yrs 4 mos
State Registrations3 states
CTFLMA
Advisor
Exams
No exam information available for this advisor.