Wendy Hubbard, financial advisor Phoenix AZ
77 score

Wendy Hubbard

CRD Number: 6278609
Current Firm: Heirloom Financial Services, LLC

Wendy Hubbard (CRD# 6278609) is an Investment Advisor Representative working at Heirloom Financial Services, LLC in Phoenix, AZ and has over 3 years of experience in the finance industry.

Similar Advisors
Alexander Koury, CFP®, financial advisor Phoenix AZ
Alexander G. Koury, CFP®
CRD# 5607498
Householder Group Estate & Retirement Specialists
Similar Advisors
James Davis, CFP®, financial advisor Phoenix AZ
James R. Davis, CFP®
CRD# 5571675
Woodbury Financial Services, Inc.
Similar Advisors
Daniela Jones, financial advisor Phoenix AZ
Daniela U. Jones
CRD# 5976893
Barnes Investment Advisory Inc.
Company Name Location Dates Years
Heirloom Financial Services, LLC Phoenix, AZ Jan 2015 - Current 2
Edward Jones St Louis, MO Dec 2013 - Feb 2016 2
Guaranteed Rate Inc. Scottsdale, AZ Jan 2013 - Dec 2013 < 1
Wells Fargo Scottsdale, AZ Mar 2012 - Jul 2013 1
Jpmorgan Chase Bank Phoenix, AZ Feb 2010 - Mar 2012 2
Oxford Lending Group Scottsdale, AZ Oct 2009 - Dec 2009 < 1
Zip Realty Phoenix, AZ Sep 2009 - Nov 2009 < 1
Quicken Loans Scottsdale, AZ Mar 2008 - Sep 2009 1
Unemployed Scottsdale, AZ Jan 2009 - Feb 2009 < 1
Keller Williams Northeast Phoenix, AZ Aug 2007 - Mar 2008 < 1
Keller Williams High Desert Scottsdale, AZ Dec 2004 - Aug 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Wendy Hubbard
Phone Number: 602- 888-3694
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Wendy Hubbard and other advisors.

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.