KH
Kevin C. Huston
CETERA INVESTMENT ADVISERS LLC
ASHEVILLE, NC 28803
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CRD#: 2404456
KH
Professional summary
Kevin Clare Huston is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Asheville, North Carolina and CETERA WEALTH SERVICES, LLC located in Asheville, North Carolina.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Kevin has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1) Blue Ridge Tax Advisors, Inc~310 A Overlook Dr~Asheville~NC~28803~Accounting Services/Tax Preparation~Employee~12/16/2003~100hrs~100hrs~prepare taxes resolve tax problems with IRS and US Tax Court 2) Independent Tax Instructor~310 Overlook Rd~Asheville~NC~28803~Other~Owner~1/1/2009~15hrs~10hrs~Write texts. Speak. Answer questions. 3) Insurance Sales~2161 Hendersonville Rd, Ste D~Arden~NC~28704~Independent Insurance Agent~Insurance Sales Agent~12/19/2002~5hrs~5hrs~sales of fixed insurance products 4) Real Estate Rental~310 Overlook Rd~Asheville~NC~28803~Rental Property~Owner~12/4/2009~1hrs~1hrs~Perform all duties as owner. Collect rents, schedule maintenance, make repairs. 5) Avantax Insurance Agency, LLC~'IR'~310 Overlook Rd, Ste A, Asheville NC 28803~Equity Indexed Annuity~Agent~8/20/2019~20hrs~10hrs~I may have the ability to sell any, or all of the following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance (e.g. VUL/VIL) 6) KEVIN C HUSTON POSITION: Owner NATURE: Investment activity fees and commissions through Avantax are paid to me personally. Even though I have been associated with HD Vest/Avantax for 29 years, this is the first that I was told that I needed to list my own name as an an outside business. This came up during our Avantax branch audit. Ignore if disclosure is not required. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2022 ADDRESS: 310 Overlook Rd, Ste A, Asheville NC 28803, United States DESCRIPTION: Solicit sales of securities and insurance through Avantax. Give investment advice through Avantax Advisory Services. 7) THE TAX RELIEF WIZARD POSITION: owner NATURE: This is a DBA of Blue Ridge Tax Advisors, Inc. for marketing purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2022 ADDRESS: 310-A OVERLOOK RD, Ste A, ASHEVILLE NC 28803, United States DESCRIPTION: I am an Enrolled Agent and United States Tax Court Practitioner. I solve tax problems with the IRS and US Tax Court for taxpayers. 8) KEVIN C HUSTON, EA, USTCP POSITION: owner NATURE: I was requested to add the USTCP designation to my OBD, even though all Tax Court related business is run through my tax corporation, Blue Ridge Tax Advisors, Inc. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2021 ADDRESS: 310 Overlook Rd, Ste A, Asheville NC 28803, United States DESCRIPTION: A USTCP is a non-attorney who has been admitted to the bar of the United States Tax Court. I file petitions for taxpayers, make pleadings, reach settlements, and represent taxpayers before the US Tax Court.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Clare Huston's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 10 Brook Street Suite 235, Asheville, NC 28803RIA
CRD#: 105644
ASHEVILLE, NC
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 310 Overlook Rd Ste A, Asheville, NC 28803BD
CRD#: 13572
Asheville, NC
Past
March 15, 2003 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Asheville, NC
Past
December 9, 1993 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Asheville, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
North Carolina(9/5/2025)
IAR
North Carolina(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Asheville, NC 28803TRUST BUT VERIFY
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