James
Huber
Onedigital
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About this Advisor
James Huber is a financial advisor based in Greensboro, North Carolina, working with Onedigital. James has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Summit Hills Country Club, Bank Of America, N.A, Principal Life Insurance Co, Principal Securities Inc, and Onedigital Investment Advisors LLC. James has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, James is part of Onedigital, which operates out of Greensboro, North Carolina. The firm has 83 offices and 610 employees. Onedigital manages assets totaling $142.6 billion and serves both charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Onedigital includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Onedigital Brokerage Details
$142,602,344,768
610
38,423
$3,711,380
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
James Huber Work History
Onedigital Investment Advisors LLC
Principal Life Insurance Co
Principal Securities Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Summit Hills Country Club
Disclosures
Please visit the SEC profile of James Huber 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 Onedigital
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Overland Park, KS
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Spring Lake, MI
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