Christopher HuberCRD Number: 7300535
Current Firm: Captrust
Christopher Huber (CRD# 7300535) is an Investment Advisor Representative working at Captrust in Bethlehem, PA and has 1 year of experience in the finance industry. Christopher Huber 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.
Weyhill Investment Counsel, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Capfinancial Partners, Llc (captrust)||Raleigh, NC||Sep 2020 - Current||1|
|Buckno Lisicky & Company||Allentown, PA||Feb 2008 - Sep 2020||12|
Total Assets Under Management655,054MILLIONS
Total Number of Accounts58,162ACCOUNTS
Average Account Value$11,262,582
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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