Andrew James Huber

Employer firm

Magnolia Wealth CRD 330124

$102M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → 03/2017
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 12/2015 → 03/2017
  First Command Advisory Services
  Fort Worth, TX
• 03/2017 → 05/2020
  Lpl Financial, Llc
  Houston, TX
• 03/2017 → 05/2020
  Intrua Financial
  Houston, TX
• 05/2020 → 06/2024
  Teamwork Financial
  San Antonio, TX
• 08/2012 → 03/2017
  First Command Financial Services
  Houston, TX
• 01/2022 → Present
  Huber Wealth Management, Llc Dba Magnolia Wealth
  Spring, TX
• 06/2012 → 03/2017
  First Command Financial Planning, Inc.
  Fort Worth, TX

Previous Registrations

• 2020-05-15 → 2024-06-05
  Teamwork Financial Advisors, Llc
  San Antonio, TX
• 2017-03-02 → 2020-05-15
  Intrua Financial
  Houston, TX
• 2015-12-15 → 2017-03-03
  First Command Advisory Services
  Fort Worth, TX
• 2013-01-10 → 2015-12-15
  First Command Brokerage Services, Inc.
  Houston, TX

Other Businesses

Licensed Insurance Agent; investment related; 8900 Eastloch Drive, Building 105, Spring, TX 77379; receive commissions on insurance & annuity products directly from insurance companies; start date 08/2012; 10 hours per month. Huber Tax and Insurance Services, LLC; not investment related; 8900 Eastloch Drive, Building 105, Spring, TX 77379; tax prep and filing; Accountant/Enrolled Agent; start date 01/2024; 10 hours per month. ABPS Real Estate Holdings LLC; not investment related; 8900 Eastloch Drive, Building 105, Spring, TX 77379, entity holds commercial real estate; Owner; start date 04/2026; 10 hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-03
• S63 Uniform Securities Agent State Law Examination
  2012-07-03