Derrik J. Hubbard

THE STEWARDSHIP SOLUTION

Germantown, TN

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CRD#: 4751603

Professional summary

Derrik Jacob Hubbard, CFP® is a registered financial advisor currently at THE STEWARDSHIP SOLUTION located in Germantown, Tennessee.

Derrik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Derrik has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

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.

INSURANCE AGENT- INVESTMENT RELATED-AT REPORTED BUSINESS LOCATION(S), INSURANCE SALES, AGENT, 2004, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derrik Jacob 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®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

February 25, 2016 - Present

THE STEWARDSHIP SOLUTION

RIA

CRD#: 282050

Germantown, TN

Past

July 2, 2009 - April 6, 2016

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

VALENCIA, CA

Past

July 1, 2009 - April 6, 2016

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

VALENCIA, CA

Past

June 27, 2007 - July 30, 2009

DAVID S REINDERS

RIA

CRD#: 143703

STEVENSON RANCH, CA

Past

July 6, 2004 - June 30, 2009

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

RIA

CRD#: 104790

STEVENSON RANCH, CA

Past

January 29, 2004 - June 30, 2009

ASSOCIATED SECURITIES CORP.

CRD#: 12969

STEVENSON RANCH, CA

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

California
(2/25/2016)

IAR

Tennessee
(9/22/2023)

IAR

Texas
(4/5/2021)

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

State Security Law Exam

IAR

Series 66

Date: 3/19/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/6/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/28/2004

General Securities Representative Examination

Current Firm

THE STEWARDSHIP SOLUTION

HUBBARD, DERRIK, JACOB | THE STEWARDSHIP SOLUTION, LLC | THE STEWARDSHIP SOLUTION

CRD#: 282050 / SEC#:

California

Registered Investment Advisory firm - (2/25/2016 Approved)

Tennessee

Registered Investment Advisory firm - (9/22/2023 Approved)

Texas

Registered Investment Advisory firm - (4/5/2021 Conditional Restricted)

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Contact information

Main Address

Germantown, TN

Mailing Address

Phone number

(661) 829-4154

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	105
AUM (Assets Under Management)	$ 12,616,147

Red Flags

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.

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Derrik J. Hubbard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derrik Jacob Hubbard's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE STEWARDSHIP SOLUTION

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

DAVID S REINDERS

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

ASSOCIATED SECURITIES CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/19/2004

SIE

Date: 4/6/2016

Series 7

Date: 1/28/2004

Current Firm

THE STEWARDSHIP SOLUTION

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THE STEWARDSHIP SOLUTION

TRUST BUT VERIFY

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