Mark Huber, financial advisor Racine WI
93 score

Mark Huber

CRD Number: 5976354
Current Firm: Concorde Asset Management, LLC

Mark Huber (CRD# 5976354) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Racine, WI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Concorde Asset Management, LLC Troy, MI Jul 2013 - Current 4
Concorde Investment Services, LLC Troy, MI Mar 2012 - Current 6
Rxr Capital Arlington Heights, IL Aug 2011 - Current 6
Sunbelt Business Brokers Chicago, IL Oct 2010 - Current 7
Component Technologies, Inc. Des Plaines, IL Mar 1998 - Current 20
World Equity Group Arlington Heights, IL Sep 2011 - Mar 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Mark Huber
Phone Number: 248-824-6710
Registered State(s):
  • CO
  • IL
  • WI
  • FL
  • IN
By the Numbers
  • Total Assets Under Management
    195
    MILLIONS
  • Total Number of Accounts
    1,729
    ACCOUNTS
  • Average Account Value
    $112,924
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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