Keith Huberman (CRD# 3035582) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Houston, TX and has over 26 years of experience in the finance industry. Keith Huberman 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.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pks Investments | Albany, NY | Mar 2023 - Current | 1 |
| Concurrent Investment Advisors, LLC | The Woodlands, TX | Mar 2023 - Current | 1 |
| Concurrent Wealth Advisors D/b/a Tailormade Wealth Counsel | Matthews, NC | May 2022 - Current | 1 |
| Tailormade Ten, LLC | Matthews, NC | Apr 2021 - Current | 3 |
| Tailor Made Financial Inc. | Matthews, NC | Aug 2018 - Current | 5 |
| Tailormade Wealth Counsel | The Woodlands, TX | May 2008 - Current | 15 |
| Raymond James Financial Services, Inc. | Matthews, NC | Aug 2018 - Mar 2023 | 4 |
| Raymond James Financial Services Advisors Inc. | Matthews, NC | Aug 2018 - Mar 2023 | 4 |
| The Leaders Group Inc. | Littleton, CO | May 2009 - Aug 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jun 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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management6,257MILLIONS
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Total Number of Accounts18,097ACCOUNTS
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Average Account Value$345,746
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