Jeffrey HuffCRD Number: 3016618
Current Firm: Bfc Planning, Inc.
Jeffrey Huff (CRD# 3016618) is an Investment Advisor Representative working at Bfc Planning, Inc. in Springdale, AR and has over 19 years of experience in the finance industry. Jeffrey Huff 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.
Garrett Investment Advisors, LLC
Boston Mountain Money Management, Inc.
Cambridge Investment Research Advisors, Inc.
|Bfc Planning||Marion, IA||Apr 2013 - Current||4|
|Securities Management And Research||Leauge City, TX||May 2007 - Current||10|
|American National Insurance Co||Springdale, AR||Feb 2007 - Current||11|
|State Farm Insurance||Fayetteville, AR||Oct 2004 - Feb 2007||2|
|State Farm Vp Management Corp||Fayetteville, AR||Oct 2004 - Feb 2007||2|
|State Farm Investment Management Corp||Fayetteville, AR||Oct 2004 - Feb 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
Total Assets Under Management226MILLIONS
Total Number of Accounts1,960ACCOUNTS
Average Account Value$115,102
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, WA, WI, WV