David
Huddleston

Early Mcclintic & Mcmillan, LLC

CRD#7301034
Investment Advisor
in Stafford, TX

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About this Advisor

David Huddleston is a financial advisor operating out of Stafford, Texas with a total of 3 years of relevant experience. Huddleston is currently employed by Early Mcclintic & Mcmillan, LLC. Their career trajectory has included roles at Early Mcclintic & Mcmillan, Llp, Cbre Group, Inc and Hess Corporation. Huddleston maintains a Series 65 license, certifying them as an investment advisor representative, and can serve investors in Texas. Early Mcclintic & Mcmillan, LLC is an advisory company based in Stafford, TX. It oversees $456 million in total assets among its 1,367 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm serves five charities and foundations. Of its 1,367 accounts, just 8% belong to high-net-worth clients who have more than $1 million in investable assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management largely vary depending on which services are provided. Fee types charged by Early Mcclintic & Mcmillan, LLC likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4800 Sugar Grove Blvd. Suite 100
Stafford, TX 77477

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Early Mcclintic & Mcmillan, LLC Brokerage Details

Total Assets Under Management

$456,286,477

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

9

TX Average: 49
Total Number of Accounts

1,367

TX Average: 2,315
Average Account Size

$333,787

TX Average: $1,314,358

Investment Advisory Services

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

David Huddleston Work History

David has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Early Mcclintic & Mcmillan, Llp

2017 - 2020 (3 years)

Cbre Group, Inc

2012 - 2017 (5 years)

Hess Corporation

*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 David Huddleston 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 Early Mcclintic & Mcmillan, LLC

David Huddleston
Stafford, TX
Zachary Azra
Stafford, TX
Ian Mcclintic
Stafford, TX
Richard Early
Stafford, TX
Scott Mcclintic
Stafford, TX
Daniel Mcmillan
Stafford, 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.

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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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