Roger HuddlestonCRD Number: 5044194
Current Firm: Ameriprise Financial Services, LLC
Roger Huddleston (CRD# 5044194) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greenville, SC and has over 9 years of experience in the finance industry.
Apex Capital Management LLC
Sei Investments Management Corp
|Ameriprise Financial Services, Inc.||Greenville, SC||Apr 2012 - Current||9|
|Ameriprise Financial Services, Inc.||Greenville, SC||Jun 2011 - Mar 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management374,305MILLIONS
Total Number of Accounts1,619,519ACCOUNTS
Average Account Value$231,121
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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