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Miranda Dawn Dubberly

NEW Wave Wealth Advisors

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About Miranda Dawn Dubberly

Miranda Dubberly is a financial advisor associated with New Wave Wealth Advisors. Miranda has been in the industry for over 3 years. She has a Series 66, Series 7TO and SIE and is licensed in Arkansas. Miranda is a licensed Investment Advisor Representative. Miranda specializes in Retirement planning, Financial Planning, College Savings Planning, Insurance Planning, and Estate Planning. Miranda has experience working with high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, and pension and profit sharing plans.

Firm Information

Miranda Dubberly is currently registered with NEW Wave Wealth Advisors. NEW Wave Wealth Advisors is an investment advisor registered with the SEC and located in SPRINGDALE, AR. They primarily advise individuals, corporations, and pension plans and have approximately $315 million in regulatory assets under management. They offer a range of services including financial planning, pension consulting, and portfolio management for individuals and businesses.
NEW Wave Wealth Advisors

4403 S THOMPSON ST, STE 1

SPRINGDALE, AR 72764

$315.01M

Assets Under Management

Not reported

Total Clients

6

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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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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percentage of assets

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

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Miranda Dubberly’s Registration & Firm History

AR

07/16/2024 - Present

NEW Wave Wealth Advisors (SPRINGDALE AR)

AR

03/31/2023 - 08/05/2024

ARVEST WEALTH MANAGEMENT (SPRINGDALE AR)

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Licenses & Designations

BOTH

Issued 07/28/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/31/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/14/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Miranda Dawn Dubberly.
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