Peter HuffmanCRD Number: 1335015
Current Firm: Raymond James Financial Services Advisors, Inc.
Peter Huffman (CRD# 1335015) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Golden, CO and has over 17 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Raymond James Financial Services Advisors, Inc.||Golden, CO||Jan 2009 - Current||8|
|Summit Financial Services, Inc.||Golden, CO||Nov 2007 - Current||9|
|Raymond James Financial Services||Golden, CO||Oct 2000 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1999|
|S65||NASAA Investment Advisors Law Examination||Nov 2000|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV
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