William Michael Hubble
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Hubble
Similar Advisors
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Credentials
Years of Experience
32 years in the financial services industry
Current & Past Employments
Similar Advisors
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Current Firm
SEQUOIA PRIVATE WEALTH MANAGEMENT, LLC
Contact Information
Main Address
8951 Cypress Waters Blvd Ste 160, Irving, TX 75019Phone Number
(214) 673-9938# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
86AUM (Assets Under Management)
$46,638,791Similar Advisors
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
State Registrations and Notice Filings
(2/24/2015)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Aug 2006About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jul 2006About the Series 9 examSimilar Advisors
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CRS (Client Relationship Summary) - RIA
Click below to view William Michael Hubble's CRS (Customer Relationship Summary).
Similar Advisors
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
