Nancy V. Hubly
Professional summary
Nancy Van Hubly, who also goes by Nancy Therese Vansinden, is a registered financial advisor currently at VAN HUBLY INVESTMENTS LLC located in Olympia, Washington.
Nancy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Nancy has worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nancy Van Hubly's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 15, 2007 - Present
VAN HUBLY INVESTMENTS LLC
July 31, 2006 - December 31, 2006
TRANSAMERICA FINANCIAL ADVISORS, INC.
March 16, 2006 - December 31, 2006
TRANSAMERICA FINANCIAL ADVISORS, INC.
December 19, 2002 - August 6, 2004
CHARLES SCHWAB & CO., INC.
October 22, 1981 - August 6, 2004
CHARLES SCHWAB & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/15/2007)
Exams
Series 8
Date: 10/27/1988
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
VAN HUBLY INVESTMENTS LLC
CRD#: 143908 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 16 |
| AUM (Assets Under Management) | $ 2,102,774 |
Red Flags
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