Margaret Huff, financial advisor Bellevue WA
96 score

Margaret Huff

CRD Number: 4520285
Current Firm: Myicon

Margaret Huff (CRD# 4520285) is an Investment Advisor Representative working at Myicon in Bellevue, WA and has over 11 years of experience in the finance industry. Margaret Huff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Private Advisor Group, LLC Morristown, NJ Dec 2013 - Current 2
Icon Consulting Bellevue, WA Sep 2012 - Current 4
Lpl Financial Llc (f/k/a Linsco Private Ledger) Bellevue, WA Aug 2005 - Current 11
Mwboone And Associates Bellevue, WA Jul 2005 - Jul 2012 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2005
Contact Info for Margaret A. Huff
Phone Number: (425) 562-4266
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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