Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Hubbard is a financial advisor with over 17 years of experience in the industry. Andrew is currently registered with Robert W. Baird & Co. Inc. and is licensed to offer investment advice in all 50 states. Andrew specializes in providing financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and retirement plans. Andrew is committed to providing personalized advice and helping clients achieve their financial goals. Previously, Andrew was employed with WELLS FARGO SECURITIES, LLC, WELLS FARGO BROKERAGE SERVICES, L.L.C. and VINING SPARKS.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
TN
12/01/2022 - Present
Robert W. Baird & Co. Inc. (Germantown TN)
TN
11/06/2009 - 11/22/2022
WELLS FARGO SECURITIES, LLC (MEMPHIS TN)
TN
03/12/2008 - 11/06/2009
WELLS FARGO BROKERAGE SERVICES, L.L.C. (NASHVILLE TN)
TN
11/22/2005 - 12/18/2007
VINING SPARKS (MEMPHIS TN)
BC
Issued 01/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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