Amy M. Hubble
RADIX FINANCIAL
Norman, OK
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CRD#: 6332611
Professional summary
Amy Michelle Hubble, CFP® is a registered financial advisor currently at RADIX FINANCIAL, LLC located in Norman, Oklahoma.
Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Amy has worked at 1 firm .
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.
RADIX FINANCIAL CAYMAN, LLC INVESTMENT RELATED: YES 5TH FLOOR ANDERSON SQUARE BUILDING 64 SHEDDEN ROAD GEORGE TOWN, GRAND CAYMAN, CAYMAN ISLANDS START DATE: MARCH 28, 2022 AMY HUBBLE SERVES AS A DIRECTOR AND INVESTMENT ADVISOR FOR RADIX FINANCIAL CAYMAN, LLC, A FULLY OWNED SUBSIDIARY COMPANY OF RADIX FINANCIAL, LLC. RADIX FINANCIAL CAYMAN, LLC DOES NOT TRANSACT WITH US PERSONS; HOWEVER, IN MANY INSTANCES REGISTERED REPRESENTATIVES OF RADIX, INCLUDING AMY HUBBLE OFTEN IMPLEMENT SIMILAR MODEL STRATEGIES AND/OR TRADING OF IDENTICAL SECURITIES FOR CLIENTS OF RADIX FINANCIAL CAYMAN, LLC ALONGSIDE CLIENTS OF RADIX FINANCIAL, LLC. THIS BUSINESS OFTEN ENCOMPASSES A SIGNIFICANT PORTION OF SECURITIES TRADING HOURS. -------------------------------------------------- RADIX FINANCIAL FIRST PILLAR LTD. INVESTMENT RELATED: YES CRIAGMUIR CHAMBERS ROAD TOWN, TORTOLA, BRITISH VIRGIN ISLANDS START DATE: JUNE 20, 2023 AMY HUBBLE SERVES AS A DIRECTOR FOR RADIX FINANCIAL FIRST PILLAR LTD., A BVI BUSINESS COMPANY INCORPORATED WITH LIMITED LIABILITY UNDER THE LAWS OF THE BRITISH VIRGIN ISLANDS AS AN APPROVED FUND. RADIX FINANCIAL FIRST PILLAR LTD DOES NOT PERMIT SUBSCRIPTIONS FROM US PERSONS; HOWEVER, THE FUND IS UNDER SOLE VOTING CONTROL AND MANAGEMENT OF RADIX FINANCIAL CAYMAN, LLC, A FULLY OWNED SUBSIDIARY OF RADIX FINANCIAL, LLC. THIS BUSINESS REQUIRES MINIMAL DEVOTION DURING SECURITIES TRADING HOURS. -------------------------------------------------- OASIS MANAGEMENT COMPANY LTD OASIS TREASURY MANAGEMENT LTD INVESTMENT RELATED: YES 4TH FLOOR ANDERSON SQUARE BUILDING 64 SHEDDEN ROAD GEORGE TOWN, GRAND CAYMAN, CAYMAN ISLANDS START DATE: APRIL 1, 2024 AMY HUBBLE SERVES AS A NON-EXECUTIVE INDEPENDENT DIRECTOR FOR OASIS MANAGEMENT COMPANY LTD AND OASIS TREASURY MANAGEMENT LTD IN THE CAYMAN ISLANDS. OASIS DOES NOT SHARE ANY OTHER AFFILIATE RELATIONSHIP WITH EITHER AMY HUBBLE NOR RADIX FINANCIAL, LLC. THIS BUSINESS REQUIRES MINIMAL DEVOTION DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Amy Michelle Hubble'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®
Start date: 2010
Experience
Current
March 6, 2019 - Present
RADIX FINANCIAL, LLC
Office #2: 5th Floor, Anderson Square Building 64 Shedden Road, George TownRIA
CRD#: 171159
Norman, OK
Past
January 6, 2015 - November 13, 2018
RADIX FINANCIAL, LLC
RIA
CRD#: 171159
NORMAN, OK
Past
June 12, 2014 - August 14, 2014
RADIX FINANCIAL, LLC
RIA
CRD#: 171159
OKLAHOMA CITY, OK
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".
RF
RADIX FINANCIAL, LLC
HUBBLE, AMY | RADIX FINANCIAL, LLC
CRD#: 171159 / SEC#: 801-114657
RIA
Registered Investment Advisory firm - (2/11/2019 Approved)Oklahoma
Registered Investment Advisory firm - (11/13/2018 Terminated)Texas
Registered Investment Advisory firm - (11/13/2018 Terminated)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
Oklahoma(3/6/2019)
IAR
Texas(3/6/2019)
Exams
Current Firm
RF
RADIX FINANCIAL, LLC
HUBBLE, AMY | RADIX FINANCIAL, LLC
CRD#: 171159 / SEC#: 801-114657
RIA
Registered Investment Advisory firm - (2/11/2019 Approved)Oklahoma
Registered Investment Advisory firm - (11/13/2018 Terminated)Texas
Registered Investment Advisory firm - (11/13/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5th Floor Anderson Square Building 64 Shedden Road, George Town, KY1-1206
Mailing Address
Po Box 21764, Oklahoma City, OK 73156
Phone number
(405) 673-5066
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 121 |
| AUM (Assets Under Management) | $ 205,080,744 |
Red Flags
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