Robert HubbardCRD Number: 2341564
Current Firm: First Citizens Investor Services, Inc.
Robert Hubbard (CRD# 2341564) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Henderson, NC and has over 21 years of experience in the finance industry.
Royal Alliance Associates, Inc.
|First Citizens Investor Services||Raleigh, NC||May 2017 - Current||2|
|First Citizens Bank||Henderson, NC||Sep 2013 - Current||6|
|First Citizens Investor Services||Raleigh, NC||Apr 2012 - Aug 2013||1|
|Quest Capital Strategies||Laguna Hills, CA||Sep 2008 - Apr 2012||3|
|Rbc Centura Bank||Rocky Mount, NC||Sep 2006 - Apr 2012||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2009|
|S65||NASAA Investment Advisors Law Examination||Nov 1998|
Total Assets Under Management790MILLIONS
Total Number of Accounts3,330ACCOUNTS
Average Account Value$237,159
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, GA, IN, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TN, TX, VA, WV
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