Max Huebner
Max Huebner is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Greensboro, NC, with 4 years of industry experience. Max 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
Firm Size
IM Fee
Assets Under Management
Location
400 Bellemeade St, Suite 301, Greensboro, NC, 27401
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Max works as a financial associate for Prosperity Advisors, LLC, dedicating full-time hours to financial services. He also refers clients to a CPA through Prosperity Tax Center, LLC, and works as an insurance agent selling fixed insurance products, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations28 states
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