Gary
Huband

Pure Financial Advisors, LLC

CRD#5598911
Investment Advisor
in San Diego, CA

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About this Advisor

Gary Huband is a financial advisor based in San Diego, California, working with Pure Financial Advisors, LLC. Gary has previously held positions at RBC Capital Markets, LLC, J.P. Morgan Securities LLC, J.P. Morgan Chase Bank, N.A, Pure Financial Advisors, LLC, Wealth Team Solutions, Inc, Bancwest Investment Services Inc, and Bank Of The West. Gary has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Gary is part of Pure Financial Advisors, LLC, which operates out of San Diego, California. The firm has 7 offices and 139 employees. The firm manages assets totaling $6.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pure Financial Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3131 Camino Del Rio N Suite 1550
San Diego, CA 92108

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Pure Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$6,292,814,320

CA Average: $7,578,581,321
Total Number of Employees

139

CA Average: 43
Total Number of Accounts

17,762

CA Average: 3,727
Average Account Size

$354,285

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Gary Huband Work History

2023 - Present (1 year)

Pure Financial Advisors, LLC

2019 - 2019 (< 1 year)

Pure Financial Advisors, LLC

2019 - 2023 (4 years)

Pure Financial Advisors, LLC

2018 - 2019 (1 year)

J.P. Morgan Securities LLC

2018 - 2019 (1 year)

J.P. Morgan Chase Bank, N.A

2017 - 2018 (1 year)

J.P. Morgan Securities LLC

2016 - 2017 (1 year)

Bancwest Investment Services Inc

2016 - 2017 (1 year)

Bank Of The West

2015 - 2016 (1 year)

Wealth Team Solutions, Inc

2014 - 2015 (1 year)

Rbc Capital Markets, LLC

Disclosures

Please visit the SEC profile of Gary Huband to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pure Financial Advisors, LLC

Karen Baszak
San Diego, CA
Matthew Balderston
San Diego, CA
Joseph Sanchez
Brea, CA
Dean Heimbach
Irvine, CA
Nathaniel Ritchison
San Diego, CA
Matthew Horsley
San Diego, CA
Allison Alley
San Diego, CA
Gary Huband
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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