David Huffman
Financial Consultant at Wells Fargo Advisors
- Role
- Financial Consultant at Wells Fargo Advisors
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About David Huffman
Experienced financial advisor with a demonstrated history of working in the financial services industry providing Portfolio Management, Risk Management, Commercial Lending, Banking, and Private Banking capabilities. This information is intended for use by residents of AZ, CA, CO, DC, FL, MA, MD, NC, NH, NJ, NM, NY, PA, SC, TN, TX, UT, VA, WA, and WV Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Financial Consultant
Jun 2024 — Present · Bethesda, MD, US
Education
Ferrum College
BS
1978 — 1982
Skills
- Investment Management
- Commercial Lending
- Management
- Asset Management
- Portfolio Management
- Investment Advisory
- Mutual Funds
- Wealth Management
- Asset Allocation
- Wealth Management Services
- Banking
- Private Banking
- Finance
- Credit
- Risk Management
- Investments
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