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Gregory Harold Hubbell

ST. Bernard Financial Services, Inc.

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About Gregory Harold Hubbell

Gregory Hubbell is a financial advisor based in Russellville, AR. Gregory has been in the financial services industry since 1982 and holds a Series 63, Series 65, and Series 24 license. Gregory is also a Certified Financial Planner™ professional and has extensive experience in financial planning, portfolio management, and providing educational seminars for both individuals and businesses. Gregory is currently affiliated with St. Bernard Financial Services, Inc. and previously worked with Securities America, Inc., Foothill Securities, Inc., Royal Alliance Associates, Inc., and John Hancock Distributors, Inc.

Firm Information

Gregory Hubbell is currently registered with ST. Bernard Financial Services, Inc.. ST. Bernard Financial Services, Inc. is a Corporation that was formed on March 24, 1994, and is headquartered in RUSSELLVILLE, AR. The firm provides investment advisory services to individuals and businesses. They specialize in portfolio management and offer educational seminars. They are registered with the SEC and in 46 states. ST. Bernard Financial Services, Inc. manages approximately $130,472,570 in regulatory assets for 841 clients.
ST. Bernard Financial Services, Inc.

1609 WEST MAIN ST

RUSSELLVILLE, AR 72801

$130.47M

Assets Under Management

Not reported

Total Clients

96

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

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

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Gregory Hubbell’s Registration & Firm History

AR

08/18/2021 - Present

ST. Bernard Financial Services, Inc. (RUSSELLVILLE AR)

CA

12/08/2016 - 08/29/2019

SECURITIES AMERICA, INC. (SAN MATEO CA)

CA

05/22/2003 - 12/08/2016

FOOTHILL SECURITIES, INC. (SAN MATEO CA)

AZ

04/15/1997 - 04/29/2003

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

MA

02/25/1980 - 04/23/1997

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

02/25/1980 - 04/23/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 09/02/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/16/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/1998

Series 7 - General Securities Representative Examination

BC

Issued 02/19/1980

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Harold Hubbell.
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