Steven Hubbell, financial advisor New Orleans LA

Steven Hubbell

CRD Number: 1238914
Current Firm: Hubbell Strickland Wealth Management, LLC

Steven Hubbell (CRD# 1238914) is an Investment Advisor Representative working at Hubbell Strickland Wealth Management, LLC in New Orleans, LA and has over 39 years of experience in the finance industry. Steven Hubbell 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
Hubbell Strickland Wealth Management New Orleans, LA Jun 2019 - Current 4
Purshe Kaplan Sterling Investments Albany, NY Oct 2014 - Current 9
Stokes & Hubbell Capital Management, LLC New Orleans, LA Oct 2014 - Jun 2019 4
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Oct 2014 1
Stokes & Hubbell Capital Management Inc. Metairie, LA Aug 1989 - Oct 2014 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
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 Steven J. Hubbell
Phone Number: 504-832-3921
Registered State(s):
  • LA
  • MS
  • TX
By the Numbers
  • Total Assets Under Management
    504
    MILLIONS
  • Total Number of Accounts
    1,109
    ACCOUNTS
  • Average Account Value
    $454,461
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
Types of Clients
Registered States

FL, LA, MS, TN, TX

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