Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Wayne Hubbs is a financial advisor at Seacrest Wealth Management, LLC. Donald is a registered Investment Advisor Representative in Missouri. Donald has over 20 years of experience in the financial services industry. Donald has worked with several financial institutions including LPL Financial Corporation, M&I Brokerage Services, Inc., Gold Capital Management Inc., Gold Capital Management, Inc., UMB Scout Brokerage Services, Inc., Invest Financial Corporation, EquiCo Securities, Inc., The Equitable Life Assurance Society of the United States, Main Street Management Company, VSR Financial Services, Inc., and InvestACorp, Inc. Donald specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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NY
09/07/2012 - Present
Seacrest Wealth Management, LLC (PURCHASE NY)
MO
05/29/2007 - 05/15/2009
LPL FINANCIAL CORPORATION (KANSAS CITY MO)
KS
06/01/2006 - 02/27/2007
M&I BROKERAGE SERVICES, INC. (LEAWOOD KS)
KS
04/19/2001 - 06/01/2006
GOLD CAPITAL MANAGEMENT INC. (LEAWOOD KS)
KS
10/14/1998 - 04/19/2001
GOLD CAPITAL MANAGEMENT, INC. (OVERLAND PARK KS)
MO
07/07/1997 - 11/04/1998
UMB SCOUT BROKERAGE SERVICES, INC. (KANSAS CITY MO)
WI
04/04/1996 - 07/15/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
04/20/1995 - 04/15/1996
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
04/20/1995 - 04/15/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MA
04/24/1995 - 05/01/1995
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
KS
08/29/1994 - 04/19/1995
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
FL
08/12/1994 - 08/30/1994
INVESTACORP, INC. (MIAMI FL)
IA
Issued 06/14/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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