David Huffman is a ChFC-designated registered investment advisor, based in Lakewood Ranch, FL, with 48 years of industry experience.
Location
Lakewood Ranch, FL
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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
David is an independent insurance agent for various independent insurance companies through Huffman Financial Group since 2019, dedicating minimal time. He also works as an advisory representative of a registered investment advisor (RIA) at CIRA, spending about a quarter of his time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Previous Registrations
H. Beck, INC.
H. Beck, INC.Broker
Franklin Financial Services CorporationBroker
State Registrations30 states
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.