Paul
Huckabay
Avid Wealth Partners, LLC
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About this Advisor
Paul Huckabay is a financial advisor based in San Antonio, Texas, working with Avid Wealth Partners, LLC. Paul has previously held positions at Aggregate Haulers and Adami Shuffield. Paul has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Paul is part of Avid Wealth Partners, LLC, which operates out of San Antonio, Texas. The firm has 9 employees and manages assets totaling $163.5 million. The firm 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, portfolio management for institutional clients, and selection of other advisers. The fee structure at Avid Wealth Partners, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avid Wealth Partners, LLC Brokerage Details
$163,516,057
9
639
$255,894
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Paul Huckabay Work History
Aggregate Haulers
Adami Shuffield
Disclosures
Please visit the SEC profile of Paul Huckabay 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 Avid Wealth Partners, LLC
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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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