JH
Joel Hubbard
EXECUTIVE MONEY MANAGERS
MARIETTA, GA
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CRD#: 4712583
JH
Professional summary
Joel Hubbard is a registered financial advisor currently at EXECUTIVE MONEY MANAGERS, INC. located in Marietta, Georgia.
Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Joel has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
MIDAS MULLIGAN PROPERTIES, INC., PRESIDENT, RENTAL PROPERTY BUSINESS, NOT INVESTMENT RELATED, 7-8 HOURS A MONTH; BROAD RIVER PROPERTIES, LLC., MEMBER, NOT INVESTMENT RELATED, (A PINE FOREST PLANTATION), 7-8 HOURS A MONTH; PROVIDENCE BANK, ALPHARETTA, GEORGIA, A FOUNDER, INVESTOR AND SERVES ON THE BOARD, NOT INVESTMENT RELATED, TIME SPENT VARIES MONTHLY BUT NOT MORE THAN 5% OF PROFESSIONAL TIME; JOEL HUBBARD, CPA, PC, OWNER AND CPA, NOT INVESTMENT RELATED, APPROXIMATELY 35 HOURS A MONTH. ALL THE ABOVE BUSINESSES ARE LOCATED AT: 4330 BLACKLAND WAY, MARIETTA, GA 30067
CRS (Client Relationship Summary) - RIA
Click below to view Joel Hubbard's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 1, 2003 - Present
EXECUTIVE MONEY MANAGERS, INC.
RIA
CRD#: 128362
MARIETTA, GA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alabama(6/27/2012)
IAR
Florida(6/27/2012)
IAR
Georgia(10/1/2003)
IAR
North Carolina(12/12/2016)
IAR
South Carolina(4/20/2017)
IAR
Texas(11/13/2007)
Current Firm
EM
EXECUTIVE MONEY MANAGERS, INC.
EXECUTIVE MONEY MANAGERS, INC.
CRD#: 128362 / SEC#: 801-67730
RIA
Registered Investment Advisory firm - (7/5/2012 Terminated)Alabama
Registered Investment Advisory firm - (6/22/2012 Approved)Florida
Registered Investment Advisory firm - (7/2/2012 Approved)Georgia
Registered Investment Advisory firm - (5/24/2012 Approved)North Carolina
Registered Investment Advisory firm - (12/9/2016 Approved)South Carolina
Registered Investment Advisory firm - (4/20/2017 Approved)Texas
Registered Investment Advisory firm - (6/18/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
236a North Cherokee Road Unit A, Social Circle, GA 30025-2850
Mailing Address
P O Box 340, Social Circle, GA 30025-0340
Phone number
(770) 953-1135
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 604 |
| AUM (Assets Under Management) | $ 81,976,801 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/13/2024 | ||
| 03/21/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
