Michael Huber (CRD# 6336018) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 9 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Portfolio Medics, LLC | Bonita Springs, FL | Apr 2020 - Current | 4 |
| Limestone Bookkeeping | Sioux Falls, SD | Jun 2018 - Current | 5 |
| Bank Of America, N.a. | Sioux Falls, SD | Oct 2016 - Apr 2018 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sioux Falls, SD | Sep 2016 - Apr 2018 | 1 |
| Self Employed, Private Yoga Instructor | Sioux Falls, SD | Jun 2016 - Sep 2016 | < 1 |
| Bank Of America, N.a. | Aiken, SC | Oct 2015 - Jun 2016 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Aiken, SC | Oct 2015 - Jun 2016 | < 1 |
| Hd Vest Advisory Services | North Augusta, SC | Jan 2015 - Oct 2015 | < 1 |
| Hd Vest Investment Services | Augusta, GA | May 2014 - Oct 2015 | 1 |
| Huber Coaching | North Augusta, SC | Apr 2011 - Oct 2015 | 4 |
| Watertree Health | Destin, FL | Aug 2015 - Sep 2015 | < 1 |
| Hot Yoga Augusta, LLC | North Augusta, SC | Oct 2010 - Dec 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- IL
- SD
- TX
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Total Assets Under Management500MILLIONS
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Total Number of Accounts2,499ACCOUNTS
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Average Account Value$199,924
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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