Tiffiny
Hubbard

Elwood & Goetz

CRD#6964916
Investment Advisor
in Athens, GA

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About this Advisor

Tiffiny Hubbard is a financial advisor based in Athens, Georgia, working with Elwood & Goetz. Tiffiny has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, and Elwood & Goetz. Tiffiny has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Tiffiny is part of Elwood & Goetz, which operates out of Athens, Georgia. The firm has 4 offices and 19 employees. The firm manages assets totaling $682.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Elwood & Goetz includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

687 S Milledge Ave
Athens, GA 30605

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Elwood & Goetz Brokerage Details

Total Assets Under Management

$682,112,414

GA Average: $3,570,121,308
Total Number of Employees

19

GA Average: 58
Total Number of Accounts

2,740

GA Average: 1,608
Average Account Size

$248,946

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Tiffiny Hubbard Work History

2023 - Present (1 year)

Elwood & Goetz

2021 - 2023 (2 years)

Bank Of America, N.A

2018 - 2023 (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

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Disclosures

Please visit the SEC profile of Tiffiny Hubbard 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 Elwood & Goetz

Melissa Barron
Athens, GA
Aysha Ballis
Athens, GA
Lauren Way
Atlanta, GA
Jordan Slingo
Athens, GA
Alden Shmerling
Athens, GA
Lindsay Elwood
Athens, GA
Tiffiny Hubbard
Athens, GA
Vincent Clark
Athens, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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