Andrew J. Huber

MAGNOLIA WEALTH

SPRING, TX 77379

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CRD#: 6057732

Professional summary

Andrew James Huber, AIF® is a registered financial advisor currently at MAGNOLIA WEALTH located in Spring, Texas.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Andrew has worked at 6 firms and has passed the Series 65, 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.

Insurance Agent - receive commissions on Insurance & Annuity products directly from Insurance companies. Accountant/Enrolled Agent - recently obtained certification, currently do not charge for tax prep or filing.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew James Huber'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

May 9, 2024 - Present

MAGNOLIA WEALTH

Office #1: 8900 Eastloch Dr., Bldg 105, Spring, TX 77379

RIA

CRD#: 330124

SPRING, TX

Past

May 15, 2020 - June 5, 2024

TEAMWORK FINANCIAL ADVISORS, LLC

RIA

CRD#: 165237

SAN ANTONIO, TX

Past

March 2, 2017 - May 15, 2020

INTRUA FINANCIAL

RIA

CRD#: 281554

HOUSTON, TX

Past

March 2, 2017 - May 26, 2020

LPL FINANCIAL LLC

CRD#: 6413

HOUSTON, TX

Past

December 15, 2015 - March 3, 2017

FIRST COMMAND ADVISORY SERVICES

RIA

CRD#: 281958

FORT WORTH, TX

Past

January 10, 2013 - December 15, 2015

FIRST COMMAND BROKERAGE SERVICES, INC.

RIA

CRD#: 3641

HOUSTON, TX

Past

June 14, 2012 - March 3, 2017

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

HOUSTON, TX

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.

Highlighted states indicate IAR registrations

IAR

Texas
(5/9/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/3/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/3/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/6/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/13/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MAGNOLIA WEALTH

HUBER WEALTH MANAGEMENT, LLC | MAGNOLIA WEALTH ADVISORS LLC | MAGNOLIA WEALTH ADVISORS | MAGNOLIA WEALTH

CRD#: 330124 / SEC#:

Texas

Registered Investment Advisory firm - (5/9/2024 Approved)

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Contact information

Main Address

8900 Eastloch Dr., Bldg 105, Spring, TX 77379

Mailing Address

Phone number

(281) 576-9531

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	420
AUM (Assets Under Management)	$ 63,893,430

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.

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Advisor Monitoring

Firm Stability Insights

Andrew J. Huber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew James Huber's CRS (Customer Relationship Summary).

Certified licenses

Experience

TEAMWORK FINANCIAL ADVISORS, LLC

INTRUA FINANCIAL

LPL FINANCIAL LLC

FIRST COMMAND ADVISORY SERVICES

FIRST COMMAND BROKERAGE SERVICES, INC.

FIRST COMMAND BROKERAGE SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/3/2012

Series 63

Date: 7/3/2012

SIE

Date: 10/1/2018

Series 7

Date: 1/6/2017

Series 6

Date: 6/13/2012

Current Firm

MAGNOLIA WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MAGNOLIA WEALTH

TRUST BUT VERIFY

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