Charles HufferCRD Number: 1335935
Current Firm: Kipp Financial Group, Inc.
Charles Huffer (CRD# 1335935) is an Investment Advisor Representative working at Kipp Financial Group, Inc. in Ventura, CA and has over 5 years of experience in the finance industry.
Greyfox Investors LLC
Lamia Financial Group, Inc.
Fairfield, Bush & Company
|Kipp Financial Group, Inc.||Ventura, CA||Aug 2011 - Current||5|
|Npb Financial Group, LLC||Burbank, CA||Aug 2010 - Current||6|
|Kipp Brant Drummond & Associates, Inc. Dba Kipp Financial Group||Ventura, CA||Jan 2009 - Aug 2011||2|
|National Planning Corp||Ventura, CA||Jan 2000 - Aug 2010||10|
|Kipp Brant Drummond & Associates, Inc.||Ventura, CA||Sep 1993 - Jan 2009||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management123MILLIONS
Total Number of Accounts1,104ACCOUNTS
Average Account Value$111,739
- 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)