Supreme Alliance
47yrs
Top advisor by experience in Charlotte
14yrs
David Huff
Financial advisor at Providence Capital Advisors
David Huff has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Charlotte, North Carolina. David has been with Providence Capital Advisors since 2023; before that, David spent a year at J.P. Morgan Securities and a year at Northwestern Mutual Investment Services. David holds the CFA designation.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 58% of advisors in Charlotte
Office4500 Cameron Valley Parkway Suite 270, Charlotte, NC 28211
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$2.49 million
Advisors at the firm7
States licensed ?1 state
Services through Providence Capital Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowProvidence Capital Advisors, LLCCurrent firm
- Jan 2023 – Oct 2023J.P. Morgan Securities LLCPreviously
- May 2012 – Feb 2013Northwestern Mutual Investment Services, LLCPreviously
Questions to ask David
Tailored to David’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Providence Capital Advisors at (704) 215-4420 and ask for David Huff. David works from the Charlotte, NC office.
How long has David been a financial advisor?
David has been in the industry since 2012, about 14 years. More experience than 58% of advisors in Charlotte.
What licenses does David hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Providence Capital Advisors reports being paid by a percentage of the assets they manage, hourly fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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