AB
AB

Adam Bruce Bibler

18 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
419 advisors
Number of Clients
37,298 clients
Average Client Portfolio
$170K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
Minimum Annual Fee:$1,500
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Location

The Firelands, 357 Main Street, Huron, OH, 44839

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
The Huntington Investment CompanyBroker
November 2017 - Present · 8 yrs 3 mos
Huntington Financial Advisors
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
January 2009 - October 2017 · 8 yrs 9 mos
UBS Financial Services INC.Broker
January 2009 - October 2017 · 8 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2007 - January 2009 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2007 - January 2009 · 1 yr 8 mos
State Registrations5 states
FLGAMINCOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.