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Ian C

Series 63, Series 65

Houston, TX

Huber, Cardono, Moring & Richter, L.P.

Ian Cardono is a financial advisor at Huber, Cardono, Moring & Richter, L.P. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cambridge Investment Research, Inc. since 2007. Outside of his advisory role, he is an independent insurance agent and is involved in managing silica sand-related businesses. Huber, Cardono, Moring & Richter, L.P. provides portfolio design and investment management primarily for individual clients and related accounts, using mutual funds, ETFs, stocks, and bonds. The firm employs a client-focused process to determine objectives and risk tolerance, and manages approximately $22 million in client assets.

Wealth management Passive / index investing Active portfolio management
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Keith H

CFP®, Series 63

Houston, TX

Huber, Cardono, Moring & Richter, L.P.

Keith Huber Jr. is a CFP® with 39 years of industry experience, currently serving at Huber, Cardono, Moring & Richter, L.P. in Houston, TX. He has been with the firm since 1996 and has also worked with Cambridge Investment Research, Inc. since 2007. Outside of his advisory role, Huber is involved in insurance, benefits, and human resources through a separate ownership interest. Huber, Cardono, Moring & Richter, L.P. provides investment advisory and portfolio management services to individuals and related entities, managing approximately $21.7 million in client assets. The firm focuses on separately managed accounts and uses mutual funds, ETFs, stocks, and bonds, with a process that includes suitability assessments, written strategic recommendations, and ongoing portfolio reviews.

Wealth management Passive / index investing Active portfolio management
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David M

Series 63, Series 65

Houston, TX

Huber, Cardono, Moring & Richter, L.P.

David Moring is a financial advisor at Huber, Cardono, Moring & Richter, L.P. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research, Inc. since 2007. In addition to his advisory role, he has practiced law as a solo attorney since 1978 and operates a construction labor contracting business. Huber, Cardono, Moring & Richter, L.P. provides portfolio design and investment management primarily for individual clients and related accounts, focusing on mutual funds, ETFs, stocks, and bonds. The firm uses separately managed accounts and both discretionary and non-discretionary arrangements, emphasizing a client-directed implementation process and annual account reviews.

Wealth management Passive / index investing Active portfolio management
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