Shane Loring Hubbell
Professional Summary
Shane Loring Hubbell, who also goes by Shane L Hubbell, is a registered financial advisor currently at ALKALI PARTNERS, LLC. located in Beaverton, Oregon. Shane is registered as a RR (Registered Representative) and started their career in finance in 2010. Shane has worked at 3 firms and has passed the Series 63, SIE, Series 79, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Shane L Hubbell
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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.
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Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
ALKALI PARTNERS, LLC.
Contact Information
Main Address
500 Sw 116th Ave., Suite 273, Beaverton, OR 97229Mailing Address
500 Sw 116th Ave., Suite 273, Beaverton, OR 97229Phone Number
(415) 967-3455Established
Oregon since 03/23/2018Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (6 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(4/6/2021)
(10/10/2023)
(9/19/2019)
(10/4/2022)
(3/25/2020)
(11/2/2023)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Jul 2011About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Shane Loring Hubbell's CRS (Customer Relationship Summary).
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