JH
JH

Julia Huff

12 Years of Experience
Columbia, SC
Broker

Julia Huff is a registered investment advisor at Morgan Stanley, based in Columbia, SC, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

1320 Main Street, Suite 800, Columbia, SC, 29201

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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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Employment History
Current Registrations
Morgan StanleyBroker
August 2021 - Present · 4 yrs 9 mos
Morgan Stanley
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Truist Advisory Services, INC.
February 2021 - July 2021 · 5 mos
Truist Investment Services, INC.Broker
February 2021 - July 2021 · 5 mos
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
May 2014 - January 2018 · 3 yrs 8 mos
Bb&t Investment Services, INC.Broker
March 2013 - January 2018 · 4 yrs 10 mos
State Registrations29 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Julia Huff - Financial Advisor | TrueAdvisor