Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Coleman Hubbard is a Registered Investment Advisor Representative with Barrow Hanley Global Investors in DALLAS, TX. William has been in the industry since 2009, holding prior roles at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and BANC OF AMERICA SECURITIES LLC. William earned the Series 63 and Series 7 licenses and has been a Chartered Financial Analyst (CFA).
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
07/18/2017 - Present
Barrow Hanley Global Investors (DALLAS TX)
NC
11/01/2010 - 06/03/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
08/21/2009 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)
BC
Issued 10/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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