Abby Hubble, financial advisor Tulsa OK
93 score

Abby Hubble

CRD Number: 5489301
Current Firm: Bok Financial Advisors

Abby Hubble (CRD# 5489301) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 8 years of experience in the finance industry.

Similar Advisors
Paul Sophy, financial advisor Tulsa OK
Paul R. Sophy
CRD# 4517824
Bok Financial Advisors
Score
98
Similar Advisors
Robert West, financial advisor Tulsa OK
Robert B. West
CRD# 6274861
Edward Jones
Score
98
Similar Advisors
Roy Ames, financial advisor Tulsa OK
Roy D. Ames
CRD# 5634084
Warburton Capital Management, LLC
Score
96
Company Name Location Dates Years
Bokf, Na Tulsa, OK May 2016 - Current < 1
Bosc, Inc. Tulsa, OK May 2016 - Current < 1
Ameriprise Financial Services Inc. Tulsa, OK Apr 2015 - Apr 2016 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Feb 2015 < 1
Morgan Stanley Smith Barney Tulsa, OK Oct 2012 - Feb 2015 2
Juniper Tulsa, OK Sep 2011 - Oct 2012 1
Various Insurance Carriers For W & R Insurance Agencies Tulsa, OK May 2008 - Oct 2012 4
Waddell & Reed, Inc. Tulsa, OK Dec 2007 - Oct 2012 4
The Chalkboard Tulsa, OK May 2010 - Sep 2012 2
Kyle Mccann Tulsa, OK Jun 2010 - Jul 2011 1
Blue Rose Tulsa, OK Mar 2011 - Apr 2011 < 1
Green Onion Tulsa, OK Feb 2011 - Apr 2011 < 1
Polo Grill Tulsa, OK Sep 2009 - Jan 2010 < 1
Key Personnel Tulsa, OK Oct 2008 - Jul 2009 < 1
Polo Grill Tulsa, OK Nov 2007 - Oct 2008 < 1
Bank Of Oklahoma Tulsa, OK Feb 2004 - Nov 2007 3
Lowes Home Center Broken Arrow, OK Nov 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S65 NASAA Investment Advisors Law Examination Dec 2008
Contact Info for Abby R. Hubble
Phone Number: 877-781-6889
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    568
    MILLIONS
  • Total Number of Accounts
    1,682
    ACCOUNTS
  • Average Account Value
    $337,897
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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.