Robert Hubbard, financial advisor Henderson NC

Robert Hubbard

CRD 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.

Similar Advisors
Anthony Adams, financial advisor Henderson NC
Anthony W. Adams
CRD# 710775
Edward Jones
Similar Advisors
James Armstrong, financial advisor Henderson NC
James E. Armstrong
CRD# 4517907
Royal Alliance Associates, Inc.
Similar Advisors
Michael Baer, financial advisor Henderson NC
Michael J. Baer
CRD# 2516372
Edward Jones
Company Name Location Dates Years
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
Contact Info for Robert L. Hubbard
Phone Number: 800-229-0205
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    790
    MILLIONS
  • Total Number of Accounts
    3,330
    ACCOUNTS
  • Average Account Value
    $237,159
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

CA, FL, GA, IN, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TN, TX, VA, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.