Phillip
Huff

Golden Reserve Ria, LLC

CRD#6772867
Investment Advisor
in Dublin, OH

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About this Advisor

Phillip Huff is a financial advisor operating in Dublin, Ohio who has 1 year of industry experience. Huff is an employee of Golden Reserve Ria, LLC. Their career trajectory has included roles at Kent State University, Worldwide Express, Golden Reserve, Golden Reserve, LLC, Alphastar Capital Management, LLC, Independence Wealth Advisors, Independence Wealth Advisors, LLC and Golden Reserve Ria, LLC. Huff maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in Ohio. Golden Reserve Ria, LLC is an advisory firm that has its headquarters in Dublin, OH. The firm has offices in 17 locations and a total of nine financial advisors. It controls $109 million in assets under management between its 1,217 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 1,217 client accounts, just 2% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Golden Reserve Ria, LLC has a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees vary depending on which services the firm provides the client. However, fees charged by Golden Reserve Ria, LLC typically consist of fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

270 Bradenton Avenue
Dublin, OH 43017

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Golden Reserve Ria, LLC Brokerage Details

Total Assets Under Management

$109,235,462

OH Average: $2,106,341,625
Total Number of Employees

9

OH Average: 34
Total Number of Accounts

1,217

OH Average: 1,972
Average Account Size

$89,758

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Phillip Huff Work History

Phillip has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Golden Reserve Ria, LLC

2022 - Present (2 years)

Golden Reserve

2020 - 2022 (2 years)

Independence Wealth Advisors, LLC

2019 - 2020 (1 year)

Alphastar Capital Management, LLC

2019 - 2022 (3 years)

Independence Wealth Advisors

2017 - 2019 (2 years)

Golden Reserve, LLC

2016 - 2019 (3 years)

Golden Reserve

2015 - 2016 (1 year)

Worldwide Express

2010 - 2014 (4 years)

Kent State University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Phillip Huff 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 Golden Reserve Ria, LLC

David Paul
Dublin, OH
Todd White
Dublin, OH
Anna Christine
Dublin, OH
John Forloine
Columbus, OH
Phillip Huff
Dublin, OH
Matthew Leddy
Findlay, OH
Matthew Schaefer
Lakewood, OH
Joshua Maly
Dublin, OH

The content in this profile was updated by SmartAsset on 4/16/2023. 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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