Invested Better
Unclaimed

Unclaimed

Unclaimed

Clifford Wayne Hubbs

Avantax Advisory Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Clifford? Claim Your Profile

About Clifford Wayne Hubbs

Clifford Hubbs is a financial advisor currently registered with Avantax Advisory Services. Clifford has over 20 years of experience in the financial services industry, and has been registered with Avantax Advisory Services since October 2019. Prior to that, Clifford was registered with 1ST GLOBAL CAPITAL CORP. and H.D. VEST INVESTMENT SECURITIES, INC.. Clifford is also a Certified Public Accountant. Clifford holds Series 6, 7, 63, and 65 licenses. Clifford specializes in providing financial planning, investment advisory, and insurance services. Clifford's main office is located in Van Buren, Arkansas.

Firm Information

Clifford Hubbs is currently registered with Avantax Advisory Services. Avantax Advisory Services is a registered investment advisor based in Dallas, Texas. They offer a wide range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Avantax has over 2,400 investment advisor representatives and manages over $41 billion in assets for clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. They also offer wrap fee program participation and other services.
Avantax Advisory Services

3200 OLYMPUS BLVD

DALLAS, TX 75019

$41.70B

Assets Under Management

1,243

Total Clients

2,215

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

solicitor referral services to third-party investment managers; participant enrollment meetings

Solicitor referral services to third-party investment managers; participant enrollment meetings

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor fees

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Clifford Hubbs’s Registration & Firm History

AR

02/06/2025 - Present

Avantax Advisory Services (VAN BUREN AR)

AR

03/25/1999 - 10/25/2019

1ST GLOBAL CAPITAL CORP. (VAN BUREN AR)

TX

10/27/1998 - 04/05/1999

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

Not sure if Clifford Wayne Hubbs is right for you?

Licenses & Designations

IA

Issued 07/06/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/11/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/1999

Series 7 - General Securities Representative Examination

BC

Issued 10/26/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Clifford Wayne Hubbs.
Not sure if Clifford Wayne Hubbs is right for you?