Charles HuebnerCRD Number: 804939
Current Firm: Pointe Capital Management LLC
Charles Huebner (CRD# 804939) is an Investment Advisor Representative working at Pointe Capital Management LLC in Grosse Pointe Farms, MI and has over 38 years of experience in the finance industry.
Lpl Financial LLC
Bernard Wealth Management Corp.
Strategic Blueprint, LLC
|Pointe Capital Management LLC||Grosse Pointe Farms, MI||Feb 2010 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1983|
|S65||NASAA Investment Advisors Law Examination||Aug 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management413MILLIONS
Total Number of Accounts428ACCOUNTS
Average Account Value$964,703
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, MI, NY, TX
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