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Steven Huskey

Huskey Financial - Consulting & Wealth Management

1036 Lansing Dr.
Suite 200

Mount Pleasant, SC 29464

843-714-3387

We provide a personalized approach to family and business planning.

About Huskey Financial - Consulting & Wealth Management

Were a dedicated team of financial professionals that specialize in helping medical professionals & business owners with all their financial planning considerations. We are process-driven, not transactional or product-pushers. Instead of one-size-fits-all plans, we work with surgeons, dentists and practice owners to build a custom, profession-based financial strategy that challenges conventional wisdom by leading with protection and savings so you can invest for your future.

We help physicians and practice owners reduce their taxes, increase cash flow and drive value by providing services such as exit planning, key employee retention, unconventional retirement strategies & general financial guidance.

General Information

Firm Start Year

2020

No.of Employees

2-4

CRD#

6684731

Firm CRD#

46173

Insurance License#

18108253

Name of Broker/Dealer

Park Avenue Securities

Name of Custodial Firm

Pershing LLC

States Licensed in

SC, NC, GA, VA, OR, WA

Years of Experience in Financial Services

11

Number of Years with Current Firm

2

Work Experience

My career started in finance out of college in the banking world. I held various roles in the retail branches and learned invaluable lessons about customer service, not passing the buck when a problem arises, and creating ownership of my client's happiness and financial outcomes. After a 9 year banking career, I took those valuable lessons and created a business built on helping clients exercise as much control over their financial destiny as possible.

People promote what they're proud of, and you'll be proud to work with me. I add value by creating financial organization, much like a puzzle. I'll do the work necessary to make you happy with your lifestyle today and your promised future; the lifestyle you deserve to live without worry. Focus on what you do best: make money. Let me handle the rest for you.

I work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Foreign Languages Serviced

English

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers

Services

Investment Types

Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Mutual Funds, Insurance

I can meet clients in the following ways

Via Phone, At my office, Video Conference, Via Email

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Disability, Accident, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life

Firm Information

Firm's Number of Clients

65

Firm's Number of Planning Clients

50

Firm's Number of Managed Clients

40

Assets Managed by Firm

$2500000

Advisor's Number of Clients

65

Advisor's Number of Managed Clients

50

Advisor's Number of Planning Clients

60

Assets Managed by Advisor

$10,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Commissions

Fee % Based on Assets

1.0

Education

Bachelors of Science - Psychology

College of Charleston
08/2006 - 05/2010

Disclosures

https://brokercheck.finra.org/individual/summary/6684731