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Stephanie Huff
6 Years of Experience
Cleveland, TN
Broker
Stephanie Huff is a registered investment advisor at Cetera Investment Advisers LLC, based in Cleveland, TN, with 6 years of industry experience. Stephanie 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
20 N Ocoee St, Cleveland, TN, 37311
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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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2024 - Present · 1 yr 10 mos
Cetera Investment Services LLCBroker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
VALIC Financial Advisors, INC.Broker
March 2020 - July 2024 · 4 yrs 4 mos
VALIC Financial Advisors, INC.
March 2020 - July 2024 · 4 yrs 4 mos
Edward Jones
May 2019 - October 2019 · 5 mos
Edward JonesBroker
March 2019 - October 2019 · 7 mos
State Registrations1 state
TN
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.