Renee' Huckstead (CRD# 4844657) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Mattoon, IL and has over 19 years of experience in the finance industry.
CRD# 2690140
Lpl Financial LLC
CRD# 3238945
Ameriprise Financial Services, LLC
CRD# 2018216
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Securities Corporation | Mattoon, IL | Feb 2024 - Current | < 1 |
| Edward Jones | St Louis, MO | Aug 2008 - Jan 2024 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
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- IL
- TX
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Total Assets Under Management4,483MILLIONS
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Total Number of Accounts21,454ACCOUNTS
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Average Account Value$208,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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