John Huddleston, financial advisor Charleston SC

John Huddleston

CRD Number: 5608156
Current Firm: Family Asset Management, LLC

John Huddleston (CRD# 5608156) is an Investment Advisor Representative working at Family Asset Management, LLC in Charleston, SC and has over 15 years of experience in the finance industry.

Similar Advisors
Jacob Hermans, financial advisor Charleston SC
Jacob L. Hermans
CRD# 4933448
Truist Advisory Services, Inc.
Similar Advisors
Clayton Abel, financial advisor Charleston SC
Clayton D. Abel
CRD# 5938137
Lpl Financial LLC
Similar Advisors
Emily Adams, financial advisor Charleston SC
Emily A. Adams
CRD# 5935833
State Farm Investment Management Corp.
Company Name Location Dates Years
Family Asset Management, LLC Charleston, SC Mar 2017 - Current 7
King Street Wealth Management Ltd. Company Charleston, SC Aug 2015 - Feb 2017 1
South State Bank Charleston, SC Feb 2009 - Jul 2015 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
S65 NASAA Investment Advisors Law Examination Aug 2015
Contact Info for John B. Huddleston
Phone Number: 843-723-2994
Firm Website: https://familyasset.us
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    282
    MILLIONS
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $1,409,100
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

NC, SC

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.