Roger HubbertCRD Number: 3169169
Current Firm: Raymond James Financial Services Advisors, Inc.
Roger Hubbert (CRD# 3169169) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Madison, AL and has over 5 years of experience in the finance industry.
Raymond James & Associates, Inc.
Brol Capital Management, LLC
H.d. Vest Advisory Services, Inc.
|Raymond James Financial Services Advisors Inc.||Madison, AL||Oct 2012 - Current||4|
|Investors Resource||Madison, AL||Nov 2011 - Current||5|
|Retired||Madison, AL||Jan 2011 - Nov 2011||< 1|
|Dale Hubbert Accounting||Guin, AL||Oct 1986 - Jan 2011||24|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2012|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops