AH
CFP
AH
CFP

Anthony Huber

5 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
46 advisors
Number of Clients
2,121 clients
Average Client Portfolio
$225K average
Assets Under Management
$476.5M

Fee Structure

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Location

13965 W. Chinden Blvd., Suite 100, Boise, ID, 83713

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History

Regulatory History (1)
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Criminal
July 2020
Final Disposition
Employment History
Current Registrations
Legacy Wealth Management, LLC
February 2025 - Present · 1 yr
Previous Registrations
Fidelity Personal and Workplace Advisors
October 2021 - January 2025 · 3 yrs 3 mos
Fidelity Brokerage Services LLCBroker
June 2020 - January 2025 · 4 yrs 7 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.
Anthony Huber - Financial Advisor | TrueAdvisor