Andrew Huber Email & Phone Number
Founder and President @ Magnolia Wealth
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Andrew Huber Location
- Spring, TX, US
Andrew Huber Work
- Founder and President @ (May 2024 - Present)
- Vice President, Financial Advisor @ (May 2020 - May 2024)
- Financial Advisor @ (March 2017 - May 2020)
- Financial Advisor @ (August 2012 - March 2017)
Andrew Huber Education
- The American College of Financial Services
Retirement Income Certified Professional (RICP®) (Financial Planning and Services)
2016-2017 - Texas State University
Bachelor of Business Administration - BBA (Finance and Financial Management Services)
2007-2011
Andrew Huber Skills
- Social Security
- Retirement Planning
- Tax Planning
- Income Tax
- Financial Planning
- Retirement Income Strategies
- Wealth Management
- Series 63
- Sales
- Marketing
- Life Insurance
- Investments
- Finance
- Financial Services
- Investment Advisory
- Investment Management
- Financial Advisory
- Term Life Insurance
- Disability Insurance
- Fixed Annuities
- 401k
- Risk Management
- Investment Strategies
- Long-term Care
- Fixed Income
- Microsoft Excel
- Microsoft Word
- PowerPoint
- Series 65
- Series 6
- Retirement Savings
- Long Term Care Insurance
- College Savings Plans
- Wealth Preservation Planning
- Tax-advantaged Investment Strategies
- Permanent Life Insurance
- Indexed Annuities
- Variable Annuities
- Trust Services
- Fixed Income Strategies
- IRAs
- Roth IRA
- Traditional IRA
- Simple IRA
- SEP IRA
- 401k Rollovers
- 403 b
- Series 7
- Series 6, 7 and 63 registration held with LPL Financial
- Series 65 registration held with Intrua Financial
- Wealth Preservation
- Distribution Strategies
- Rollovers
- Small Business Retirement Planning
- Retirement Income
- Irrevocable Life Insurance Trusts
- Customer Service
- Budgets
- Irrevocable Life
- Tax Advantaged Investment Strategies
- Tax Advantaged
- Microsoft Office
- Financial Analysis
- Training
- Project Management
- Strategic Planning
- Long Term Care
Andrew Huber Summary
- Andrew Huber, based in Spring, TX, US, is currently a Founder and President at Magnolia Wealth Advisors. Andrew Huber brings experience from previous roles at Teamwork Financial, Intrua Financial and First Command Financial Services, Inc.. Andrew Huber holds a 2016 - 2017 Retirement Income Certified Professional (RICP®) in Financial Planning and Services @ The American College of Financial Services. With a robust skill set that includes Social Security, Retirement Planning, Tax Planning, Income Tax, Financial Planning and more. Andrew Huber has 2 emails and 1 mobile phone numbers on RocketReach.
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