Quentin
Bubb
Kwb Wealth
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About this Advisor
Quentin Bubb is a financial advisor based out of Redlands, California with a total of 3 years of relevant experience. Bubb is an employee of Kwb Wealth. Throughout their career, they have worked at Catalina Scuba Luv, Kwb Wealth Managers Group, Lpl Financial, LLC and Kwb Wealth. Bubb maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in California and Texas. Kwb Wealth is a financial advisory company operating out of Redlands, CA. The company has a total of 10 financial advisors. It oversees $700 million in total assets across its 2,440 accounts, making it one of the bigger firms in the country by assets under management. Of its 2,440 accounts, 40% are associated with high-net-worth clients who have more than $1 million in investable assets. Kwb Wealth offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees vary depending on the services. Fee types billed by Kwb Wealth typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kwb Wealth Brokerage Details
$699,769,605
10
2,440
$286,791
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Quentin Bubb Work History
Quentin has been registered as a financial advisor for 3 years.*
Kwb Wealth
Lpl Financial, LLC
Kwb Wealth Managers Group
Catalina Scuba Luv
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Quentin Bubb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kwb Wealth
Redlands, CA
Redlands, CA
Redlands, CA
Redlands, CA
Redlands, CA
Redlands, CA
Redlands, CA
Redlands, CA
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