Jeffrey Huebner (CRD# 2894119) is an Investment Advisor Representative working at Pointe Capital Management LLC in Grosse Pointe Farms, MI and has over 19 years of experience in the finance industry.
CRD# 3151669
Esi Financial Advisors
CRD# 5480510
Lpl Financial LLC
CRD# 6880560
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pointe Capital Management, LLC | Grosse Pointe Farms, MI | Jun 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2007 |
- MI
- TX
-
Total Assets Under Management388MILLIONS
-
Total Number of Accounts434ACCOUNTS
-
Average Account Value$894,346
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, FL, MI, NY, TX
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