Gregory Hubbell, financial advisor Russellville AR

Gregory Hubbell

CRD Number: 705250
Current Firm: St. Bernard Financial Services, Inc.

Gregory Hubbell (CRD# 705250) is an Investment Advisor Representative working at St. Bernard Financial Services, Inc. in Russellville, AR and has over 26 years of experience in the finance industry. Gregory 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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St. Bernard Financial Services, Inc.
Professional Designations
Company Name Location Dates Years
St. Bernard Financial Services, Inc. Russellville, AR Aug 2021 - Current 2
G.h Hubbell & Associates San Mateo, CA Mar 1995 - Current 29
G.h Hubbell & Associates Dba San Mateo, CA Mar 1995 - Current 29
Securities America, Inc. San Mateo, CA Dec 2016 - Aug 2021 4
Securities America Advisors San Mateo, CA Dec 2016 - Aug 2021 4
Foothill Securities, Inc. San Mateo, CA May 2003 - Dec 2016 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1997
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Gregory H. Hubbell
Phone Number: 479-967-1200
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    104
    MILLIONS
  • Total Number of Accounts
    719
    ACCOUNTS
  • Average Account Value
    $145,301
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MI, MN, MO, MS, NC, NE, NH, NM, NY, OH, OK, OR, PA, RI, TN, TX, UT, VA, WA

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