Johana HuffCRD Number: 1895135
Current Firm: Calton & Associates, Inc.
Johana Huff (CRD# 1895135) is an Investment Advisor Representative working at Calton & Associates, Inc. in Cherokee, TX and has over 28 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
|Calton & Associates, Inc.||Austin, TX||Jan 2012 - Current||5|
|Choice Investments, Inc.||Austin, TX||Jun 1992 - Dec 2011||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1988|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
Total Assets Under Management416MILLIONS
Total Number of Accounts2,834ACCOUNTS
Average Account Value$146,681
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV