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David H

PFS™, Series 63, Series 65

Chalmette, LA

DW Huff Advisory

David Huff is the principal of DW Huff Advisory, an independent firm based in Chalmette, LA. He holds the PFS™ designation as well as Series 63 and 65 licenses, and has 17 years of experience in the financial industry. Prior to founding his current advisory practice, he worked at H.D. Vest Advisory Services and Nunez Community College. Since 2019, he has owned a public accounting firm, DW Huff Consulting, where he provides tax accounting services to individuals and businesses. DW Huff Advisory primarily serves individual clients and also provides portfolio management for institutional clients, managing approximately $1.5 million in assets. The firm offers discretionary portfolio management, integrates tax and accounting services through its affiliated accounting practice, sponsors a wrap fee program, and conducts educational seminars. These features distinguish it from many other solo independent advisory firms.

General retirement planning
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