Jeffrey Huff, financial advisor Springdale AR
96 score

Jeffrey Huff

CRD 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 18 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.

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Professional Designations
Company Name Location Dates Years
Bfc Planning Marion, IA Apr 2013 - Current 3
Securities Management And Research Leauge City, TX May 2007 - Current 9
American National Insurance Co Springdale, AR Feb 2007 - Current 9
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
Contact Info for Jeffrey T. Huff
Phone Number: 319-447-5700
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    226
    MILLIONS
  • Total Number of Accounts
    1,960
    ACCOUNTS
  • Average Account Value
    $115,102
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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