Philip HuberCRD Number: 5369563
Current Firm: Huber Financial Group, Ltd.
Philip Huber (CRD# 5369563) is an Investment Advisor Representative working at Huber Financial Group, Ltd. in Lincolnshire, IL and has over 10 years of experience in the finance industry. Philip Huber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Huber Financial Advisors, LLC||Lincolnshire, IL||Jun 2013 - Current||4|
|Huber Financial Group, Ltd.||Lincolnshire, IL||Jun 2008 - Current||9|
|Managers Investment Group||Chicago, IL||Jun 2007 - Jun 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2007|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses