Donald HubbsCRD Number: 2522880
Current Firm: Seacrest Wealth Management, LLC
Donald Hubbs (CRD# 2522880) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 28 years of experience in the finance industry.
Lincoln Financial Advisors Corporation
|Seacrest Wealth Management, LLC||Kansas City, MO||Aug 2012 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1994|
|S65||NASAA Investment Advisors Law Examination||Jun 2012|
Total Assets Under Management1,115MILLIONS
Total Number of Accounts4,125ACCOUNTS
Average Account Value$270,251
- 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)
AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WY
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