David Hubble (CRD# 1126195) is an Investment Advisor Representative working at Compound Planning in Turluck, CA and has over 40 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Claraphi Advisory Network, LLC | Turlock, CA | Feb 2016 - Current | 8 |
| National Securities Corproation | Molalla, OR | Jul 2007 - Feb 2016 | 8 |
| National Asset Management, Inc. | Seattle, WA | Jul 2007 - Feb 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1983 |
| S65 | NASAA Investment Advisors Law Examination | May 1998 |
- CA
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Total Assets Under Management1,396MILLIONS
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Total Number of Accounts7,391ACCOUNTS
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Average Account Value$188,872
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, 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, WY
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