Phillip Huff has been an investment adviser representative at Golden Reserve Retirement since March 2022, and is not listed among the firm’s executive officers or direct owners. Phillip Huff holds a B.A. in Economics from Kent State University.
Golden Reserve Retirement, LLC is a Dublin, OH firm with $544M under management, 2,008 clients and 22 advisers across 46 offices, as of its March 2026 filing.
Phil Huff is President of Golden Reserve. He is a former team captain and Division 1 offensive lineman and works to protect retirees from the large risks in retirement.
Phillip Huff’s longest registration is the current one, 4 years at Golden Reserve Retirement since 2022. Before joining Golden Reserve Retirement in 2022, Phillip Huff was registered through Independence Wealth Advisors, LLC and Alphastar Capital Management, LLC.
- Independence Wealth Advisors, LLC– · 1 yearIndependence, OH · Adviser representative · Firm CRD 306236
- Alphastar Capital Management, LLC– · under a yearIndependence, OH · Adviser representative · Firm CRD 157423
Professional designations
Listed by Golden Reserve Retirement
- Chartered Retirement Planning Counselor (CRPC®)
Investment adviser representative registrations
Phillip Huff is registered as an investment adviser representative in 10 states, as a resident of Texas. The first approvals date from March 2022; the most recent is Kentucky, in July 2025.
- KentuckySince 22 July 2025
- MichiganSince 21 July 2025
- MissouriSince 18 July 2025
- NebraskaSince 17 July 2025
- North CarolinaSince 18 July 2025
- OhioSince 3 March 2022
- PennsylvaniaSince 18 July 2025
- TennesseeSince 17 July 2025
- TexasResidentSince 18 July 2025
- VirginiaSince 18 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 February 2017 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6772867
- Firm
- Golden Reserve Retirement · CRD 283588
- Registration
- Investment adviser registration
- In the industry since
- June 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- goldenreserve.com
Where does Phillip Huff work?
Phillip Huff is an investment adviser representative registered through Golden Reserve Retirement, LLC since March 2022, and is not listed among the firm’s executive officers or direct owners.
Is Phillip Huff a financial advisor?
Yes. Phillip Huff has a current investment-adviser registration in Kentucky, Michigan, Missouri, Nebraska, North Carolina, Ohio, Pennsylvania, Tennessee, Texas and Virginia, through Golden Reserve Retirement since March 2022.
How many years of experience does Phillip Huff have?
Phillip Huff has 9 years in the financial industry, since June 2017, across 3 adviser firms.
What exams has Phillip Huff passed?
Phillip Huff passed the Series 65 in February 2017.
Where did Phillip Huff work before Golden Reserve Retirement?
Before Golden Reserve Retirement, Phillip Huff was registered through Independence Wealth Advisors, LLC, January 2020 to January 2022; Alphastar Capital Management, LLC, October 2019 to April 2020; Golden Reserve, LLC, March 2017 to September 2019.
Is Phillip Huff registered with FINRA?
No. Phillip Huff has no current broker registration.
How can I verify Phillip Huff’s record?
Search CRD 6772867 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Phillip Huff’s full registration record.
Anna ChristineChief Compliance Officer- Gregory AlerSilent Owner
- Justin SpringSilent Partner