Greyson Huber (CRD# 4585812) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Fort Myers, FL and has over 8 years of experience in the finance industry.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 1002352
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services, Inc. | Fort Myers, FL | Feb 2021 - Current | 3 |
| Truist Advisory Services, Inc. | Atlanta, GA | Feb 2021 - Current | 3 |
| Bb&t | Fort Myers, FL | Jan 2019 - Current | 5 |
| Bbtis | Charlotte, NC | Mar 2018 - Current | 6 |
| Bbtsec | Richmond, VA | Mar 2018 - Current | 6 |
| Bb&t | Fort Myers, FL | Mar 2018 - Jan 2019 | < 1 |
| Unemployed | Fort Myers, FL | Jan 2018 - Mar 2018 | < 1 |
| Sharon Brimmer Agency | Naples, FL | Feb 2009 - Dec 2017 | 8 |
| Pruco Securities LLC | Naples, FL | Feb 2009 - Dec 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- FL
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Total Assets Under Management61,370MILLIONS
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Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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