Gregory Curtis Huffman

Employer firm

Zacks Investment Management, Inc. CRD 110897

$14.6B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• CREATES AND MANAGES QUANTITATIVE INVESTMENT MODELS THAT ARE LICENSED TO SPONSORS OF UITS AND ETFS

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

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

Current Employers

Employment History

• 03/2007 → Present
  Zacks Investment Management
  Chicago, IL

Previous Registrations

• 2006-02-23 → 2007-01-03
  Fisher Investments
  Keswick, VA
  Plano, TX
• 1998-06-18 → 2006-02-28
  Citigroup Global Markets Inc.
  Charlottesville, VA
  Charlottesville, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-12-08
• S63 Uniform Securities Agent State Law Examination
  1992-11-05

Other Names

• Greg Huffman