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Emily White

HUB INTERNATIONAL INVESTMENT SERVICES
AUSTIN, TX 78746
Some features on this profile are disabled
CRD#: 5629538
EW

Professional summary

Emily White, AIF®, who also goes by Emily Rhodes White, is a registered financial professional currently at HUB INTERNATIONAL INVESTMENT SERVICES INC. located in Austin, Texas.

Emily is registered as a RR (Registered Representative) and started their career in finance in 2010. Emily has worked at 3 firms and has passed the Series 63, Series 99TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Emily Rhodes White

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Emily White'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

December 14, 2022 - Present

HUB INTERNATIONAL INVESTMENT SERVICES INC.

Office #1: 900 S Capital Of Tx Highway Suite 350, Austin, TX 78746
BD
CRD#: 150252
AUSTIN, TX
Past

January 18, 2012 - September 30, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA
Past

March 8, 2010 - January 9, 2012

TD AMERITRADE, INC.

BD
CRD#: 7870
SAN DIEGO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(12/14/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 3/19/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/5/2010
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

HI
HUB INTERNATIONAL INVESTMENT SERVICES INC.
HUB INTERNATIONAL INVESTMENT SERVICES INC. | HUB INTERNATIONAL INVESTMENT SERVICES INC. (HIIS)

CRD#: 150252 / SEC#: , 8-68237

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
900 S Capital Of Tx Highway Suite B60, San Rafael, CA 94903
Mailing Address
900 S Capital Of Tx Highway, Austin, TX 78746
Phone number
(914) 343-6705
Established
Delaware since 12/12/2007
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
0

FINRA licenses (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
RPW HOLDINGS, LLCSOLE OWNER
CHURBA, JEFFREY ALANINTERIM PRESIDENT2322410
LEE, MARIANE ASHLEYCCO4532268
VALLOW, RONALD EFINOP, POO, PFO4948582

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.

Company Information

HUB INTERNATIONAL INVESTMENT SERVICES INC.

CRD#: 150252Austin, TX 78746

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