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Richard A. Huber

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CRD#: 1310549
RH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Richard Alan Huber was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1984. Richard had worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 12, 2008 - December 31, 2015

LEGACY INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 146749
HOFFMAN ESTATES, IL
Past

October 20, 1992 - January 21, 1994

OSAIC WEALTH, INC.

BD
CRD#: 23131
Past

November 19, 1989 - December 7, 1989

OSAIC WEALTH, INC.

BD
CRD#: 23131
Past

July 6, 1988 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

October 26, 1984 - July 19, 1988

FSC SECURITIES CORPORATION

BD
CRD#: 7461

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/8/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


LI
LEGACY INVESTMENT MANAGEMENT, LLC
LEGACY INVESTMENT MANAGEMENT, LLC

CRD#: 146749 / SEC#:

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Contact information


Main Address
Hoffman Estates, IL
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LEGACY INVESTMENT MANAGEMENT, LLC

CRD#: 146749

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