Nancy Ann Houska
Investment adviser representative at Large and Gilbert Wealth Advisory
14 yearsExperience
1 stateRegistered in
$247.4MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Large and Gilbert Wealth AdvisoryAug 2018 to now
- Keystone Financial Group, Inc.Nov 2012 to now
- Cambridge Investment Research IncNov 2012 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (GA).
Large and Gilbert Wealth Advisory
Legal name: Keystone Financial Group, Inc.
$247.4MAssets managed
289Clients
7Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5536254
- Firm CRD
- 129301