Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Hubbard is a financial advisor with over 20 years of experience in the industry. Donald has a broad range of experience, having worked for firms such as Edward Jones, Raymond James Financial Services, Inc., and Compass Brokerage, Inc. Donald currently works with Advisor Resource Council. Donald holds a Series 7, 24, 63, and 66 licenses, and also holds the Certified Financial Planner designation. Donald specializes in providing financial planning and investment management services to individuals and families, as well as businesses and charitable organizations. Donald is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
01/04/2016 - Present
Advisor Resource Council (Weatherford TX)
TX
03/27/2006 - 06/13/2008
COMPASS BROKERAGE, INC. (WEATHERFORD TX)
TX
11/20/2003 - 03/28/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (WEATHERFORD TX)
MO
11/09/1999 - 11/18/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Hubbard is the right advisor for you? Invested Better is here to help.
