Peter HuffmanCRD Number: 1335015
Current Firm: Evergreen Investing, LLC
Peter Huffman (CRD# 1335015) is an Investment Advisor Representative working at Evergreen Investing, LLC in Aurora, CO and has over 18 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
Bsw Wealth Partners
|P. A. Schopen & Associates, LLC||Golden, CO||Jul 2017 - Current||< 1|
|Evergreen Investing, LLC||Golden, CO||Jun 2017 - Current||< 1|
|Raymond James Financial Services Advisors, Inc.||Golden, CO||Jan 2009 - Jun 2017||8|
|Raymond James Financial Services||Golden, CO||Oct 2000 - Jun 2017||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1999|
|S65||NASAA Investment Advisors Law Examination||Nov 2000|
Total Assets Under Management3MILLIONS
Total Number of Accounts37ACCOUNTS
Average Account Value$73,033
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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