Roger Hubley, financial advisor The Villages FL

Roger Hubley

CRD Number: 251984
Current Firm: Networth Asset Management, Inc.

Roger Hubley (CRD# 251984) is an Investment Advisor Representative working at Networth Asset Management, Inc. in The Villages, FL and has over 38 years of experience in the finance industry. Roger Hubley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Transitional Broker LLC Draper, UT Mar 2024 - Current < 1
Networth Asset Management, Inc. Marco Island, FL Oct 1977 - Current 46
Intercarolina Financial Services, Inc. Grensboro, NC Jul 2015 - Mar 2024 8
Girard Securities, Inc. San Diego, CA Apr 2009 - Feb 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Roger A. Hubley
Phone Number: 352 268 2080
Firm Website: https://www.nwam.net
Registered State(s):
  • FL
  • MN
  • PA
  • TX
Current Firm Details
Networth Asset Management, Inc.
Firm's CRD Number: 105145
By the Numbers
  • Total Assets Under Management
    106
    MILLIONS
  • Total Number of Accounts
    278
    ACCOUNTS
  • Average Account Value
    $380,608
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

FL, MN, PA, TX

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