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Mickey Dana Dubberly

Equitable Advisors, LLC

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About Mickey Dana Dubberly

Mickey Dana Dubberly is a financial professional registered with Equitable Advisors, LLC. Mickey is a registered representative with a Series 63 license and Series 7, Series SIE licenses. Mickey has been in the financial industry since October 1, 2015. Mickey has prior registrations with Bankers Life Securities, Inc., David Lerner Associates, Inc., First Level Capital, Inc., VFinance Investments, Sterling Financial Investment Group, Inc., and Discovery Capital Group. Mickey specializes in financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Mickey can provide services to a variety of clients including individuals, businesses, trusts, and retirement plans. Mickey is located at the Boca Raton, Florida office of Equitable Advisors, LLC.

Firm Information

Mickey Dubberly is currently registered with Equitable Advisors, LLC. Equitable Advisors, LLC is a Limited Liability Company formed in 1999 and headquartered in New York, NY. The firm provides financial planning, pension consulting, educational seminars, and selection of other advisors, among other services. They manage assets for individuals, businesses, and charitable organizations. Equitable Advisors, LLC is registered with the SEC and in 53 states.
Equitable Advisors, LLC

1345 AVENUE OF THE AMERICAS

NEW YORK, NY 10105

$32.27B

Assets Under Management

141,324

Total Clients

4,926

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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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

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

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percentage of assets

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

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Mickey Dubberly’s Registration & Firm History

FL

01/19/2021 - Present

Equitable Advisors, LLC (BOCA RATON FL)

FL

07/16/2020 - 11/18/2020

BANKERS LIFE SECURITIES, INC. (WEST PALM BEACH FL)

FL

02/13/2017 - 06/25/2020

DAVID LERNER ASSOCIATES, INC. (BOCA RATON FL)

FL

01/01/2002 - 01/25/2002

FIRST LEVEL CAPITAL, INC. (BOCA RATON FL)

FL

08/16/2001 - 01/01/2002

VFINANCE INVESTMENTS (BOCA RATON FL)

FL

04/09/2001 - 08/15/2001

STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)

FL

06/05/2000 - 03/20/2001

DISCOVERY CAPITAL GROUP (CORAL SPRINGS FL)

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Licenses & Designations

BC

Issued 04/12/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Mickey Dana Dubberly. Review regulatory record here.
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