William M. Hubble
Professional summary
William Michael Hubble, CFP®, who also goes by Bill Hubble, is a registered financial advisor currently at SEQUOIA PRIVATE WEALTH MANAGEMENT, LLC located in Irving, Texas.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. William has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Michael Hubble's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2005
Experience
February 24, 2015 - Present
SEQUOIA PRIVATE WEALTH MANAGEMENT, LLC
Office #1: 8951 Cypress Waters Blvd Ste 160, Irving, TX 75019April 25, 2001 - March 28, 2007
FIDELITY PERSONAL TRUST COMPANY, FSB
January 8, 2001 - January 12, 2015
STRATEGIC ADVISERS LLC
January 4, 1997 - January 6, 2015
FIDELITY BROKERAGE SERVICES LLC
October 8, 1994 - September 24, 1996
CITIGROUP GLOBAL MARKETS INC.
July 8, 1994 - August 11, 1994
MATHEWS, HOLMQUIST & ASSOCIATES, INC.
March 31, 1994 - June 30, 1994
REYNOLDS KENDRICK STRATTON, 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
(2/24/2015)
Exams
Current Firm
SEQUOIA PRIVATE WEALTH MANAGEMENT, LLC
CRD#: 174527 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 81 |
| AUM (Assets Under Management) | $ 41,925,444 |
Red Flags
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