Kevin Clare Huston

Current Employers

Employment History

• 09/1993 → 09/2025
  Avantax Investment Services, Inc.
  Asheville, NC
• 08/1994 → 09/2025
  Avantax Advisory Services
  Asheville, NC
• 07/2019 → 12/2021
  Compass Tax Educators
  Fountain Valley, CA
• 08/2019 → 09/2025
  Avantax Insurance Agency Llc
  Asheville, NC
• 12/2003 → Present
  Blue Ridge Tax Advisors, Inc
  Asheville, NC
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Asheville, NC
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2003-03-15 → 2025-09-05
  Avantax Advisory Services
  Asheville, NC

Other Businesses

1) Blue Ridge Tax Advisors, Inc~310 A Overlook Dr~Asheville~NC~28803~Accounting Services/Tax Preparation~Employee~12/16/2003~100hrs~100hrs~prepare taxes resolve tax problems with IRS and US Tax Court 2) Independent Tax Instructor~310 Overlook Rd~Asheville~NC~28803~Other~Owner~1/1/2009~15hrs~10hrs~Write texts. Speak. Answer questions. 3) Insurance Sales~2161 Hendersonville Rd, Ste D~Arden~NC~28704~Independent Insurance Agent~Insurance Sales Agent~12/19/2002~5hrs~5hrs~sales of fixed insurance products 4) Real Estate Rental~310 Overlook Rd~Asheville~NC~28803~Rental Property~Owner~12/4/2009~1hrs~1hrs~Perform all duties as owner. Collect rents, schedule maintenance, make repairs. 5) Avantax Insurance Agency, LLC~'IR'~310 Overlook Rd, Ste A, Asheville NC 28803~Equity Indexed Annuity~Agent~8/20/2019~20hrs~10hrs~I may have the ability to sell any, or all of the following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance (e.g. VUL/VIL) 6) KEVIN C HUSTON POSITION: Owner NATURE: Investment activity fees and commissions through Avantax are paid to me personally. Even though I have been associated with HD Vest/Avantax for 29 years, this is the first that I was told that I needed to list my own name as an an outside business. This came up during our Avantax branch audit. Ignore if disclosure is not required. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2022 ADDRESS: 310 Overlook Rd, Ste A, Asheville NC 28803, United States DESCRIPTION: Solicit sales of securities and insurance through Avantax. Give investment advice through Avantax Advisory Services. 7) THE TAX RELIEF WIZARD POSITION: owner NATURE: This is a DBA of Blue Ridge Tax Advisors, Inc. for marketing purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2022 ADDRESS: 310-A OVERLOOK RD, Ste A, ASHEVILLE NC 28803, United States DESCRIPTION: I am an Enrolled Agent and United States Tax Court Practitioner. I solve tax problems with the IRS and US Tax Court for taxpayers. 8) KEVIN C HUSTON, EA, USTCP POSITION: owner NATURE: I was requested to add the USTCP designation to my OBD, even though all Tax Court related business is run through my tax corporation, Blue Ridge Tax Advisors, Inc. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2021 ADDRESS: 310 Overlook Rd, Ste A, Asheville NC 28803, United States DESCRIPTION: A USTCP is a non-attorney who has been admitted to the bar of the United States Tax Court. I file petitions for taxpayers, make pleadings, reach settlements, and represent taxpayers before the US Tax Court.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-10-25

Other Names

• Kevin Clare Huston