Carson W. Strickland

HUBBELL STRICKLAND WEALTH MANAGEMENT

New Orleans, LA 70163

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CRD#: 5909996

Professional summary

Carson Wayne Strickland, CFP®, who also goes by Carson Wayne Stickland, Carson Stickland, is a registered financial advisor currently at HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC located in New Orleans, Louisiana and PURSHE KAPLAN STERLING INVESTMENTS located in New Orleans, Louisiana.

Carson is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Carson has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Carson Wayne Stickland | Carson Stickland

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.

1. HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC. 1100 POYDRAS STREET, SUITE 1150, NEW ORLEANS, LA 70163. RIA, OWNER. INVESTMENT RELATED, 5/2019-PRESENT. 40 HOURS/WEEK DURING TRADING HOURS. PROVIDES INVESTMENT MANAGEMENT AND FINANCIAL PLANNING SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carson Wayne Strickland's CRS (Customer Relationship Summary).

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: 2013

Experience

Current

May 22, 2019 - Present

HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC

Office #1: 1100 Poydras Street Suite 1150, New Orleans, LA 70163

RIA

CRD#: 301715

New Orleans, LA

Current

October 10, 2014 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 1100 Poydras Street, New Orleans, LA 70163

CRD#: 35747

New Orleans, LA

Past

October 13, 2014 - July 16, 2019

STOKES & HUBBELL CAPITAL MANAGEMENT, LLC

RIA

CRD#: 172937

NEW ORLEANS, LA

Past

July 17, 2013 - October 13, 2014

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

NEW ORLEANS, LA

Past

June 22, 2011 - October 13, 2014

CETERA WEALTH SERVICES, LLC

CRD#: 13572

NEW ORLEANS, LA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC

CRD#: 301715 / SEC#: 801-115250

RIA

Registered Investment Advisory firm - (5/10/2019 Approved)

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.

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

Louisiana
(10/10/2014)

IAR

Louisiana
(5/22/2019)

IAR

Mississippi
(7/16/2019)

IAR

Texas
(5/22/2019)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 2/6/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/21/2011

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC

CRD#: 301715 / SEC#: 801-115250

RIA

Registered Investment Advisory firm - (5/10/2019 Approved)

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Contact information

Main Address

1100 Poydras Street Suite 1150, New Orleans, LA 70163

Mailing Address

Phone number

(504) 832-3921

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HUBBELL STRICKLAND ADV 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts	1,163
AUM (Assets Under Management)	$ 540,333,694

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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Carson W. Strickland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carson Wayne Strickland's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

STOKES & HUBBELL CAPITAL MANAGEMENT, LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

Primary Firm SEC Registration

HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/6/2015

SIE

Date: 10/1/2018

Series 7

Date: 6/21/2011

FINRA

Current Firm

HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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