William
Huff

United Advisors America

CRD#6359396
Investment Advisor
in Athens, TN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

William Huff is a financial advisor operating out of Athens, Tennessee with a total of 6 years of industry experience. Huff is an employee of United Advisors America. Over the course of their career, Huff has held roles at United Advisors America Corporation, Alliance America Corporation and Tennessee Farm Bureau. Huff has a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Tennessee. United Advisors America is a firm that has its headquarters in Prosper, TX. It has $194 million in total assets among its 1,893 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 1,893 accounts, just 4% are held by high-net-worth investors who have at least $1 million in assets. United Advisors America has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management largely are based on which services the firm provides the client. However, fee types billed by United Advisors America typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

Athens, TN

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

United Advisors America Brokerage Details

Total Assets Under Management

$193,671,859

TN Average: $3,042,739,679
Total Number of Employees

28

TN Average: 49
Total Number of Accounts

1,893

TN Average: 2,315
Average Account Size

$102,309

TN Average: $1,314,358

Investment Advisory Services

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

William Huff Work History

William has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

United Advisors America Corporation

2015 - Present (9 years)

Alliance America Corporation

1984 - 2014 (30 years)

Tennessee Farm Bureau

*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 William 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 United Advisors America

Aristotle Mcdonald
Prosper, TX
Thomas Barten
Bloomington, MN
Kevin Mahony
Atlanta, GA
Alan Carlson
St. Paul, MN
Gregory Callender
Prosper, TX
Ashley Daniel
Bradenton, FL
Michael Dougherty
Prosper, TX
Aubrey Paganelli
Prosper, TX

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started