Todd
Hubbell

Hubbell Strickland Wealth Management, LLC

CRD#5787522
Investment Advisor
in New Orleans, LA

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About this Advisor

Todd Hubbell is a financial advisor based in New Orleans, Louisiana, working with Hubbell Strickland Wealth Management, LLC. Todd has previously held positions at Stokes And Hubbell Capital Management, Inc, Cetera Advisor Networks LLC, Purshe Kaplan Sterling Investments, and Stokes And Hubbell Capital Management LLC. Todd has passed the Series 63 regulatory exam and is registered to provide services in Louisiana, Mississippi, and Texas. Currently, Todd is part of Hubbell Strickland Wealth Management, LLC, which operates out of New Orleans, Louisiana. The firm has 3 employees and manages assets totaling $504.0 million. The firm 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 portfolio management for institutional clients. The fee structure at Hubbell Strickland Wealth Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1100 Poydras Street Suite 1150
New Orleans, LA 70163

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Hubbell Strickland Wealth Management, LLC Brokerage Details

Total Assets Under Management

$503,997,302

LA Average: $486,181,852
Total Number of Employees

3

LA Average: 13
Total Number of Accounts

1,109

LA Average: 722
Average Account Size

$454,461

LA Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Todd Hubbell Work History

2014 - Present (11 years)

Purshe Kaplan Sterling Investments

2014 - Present (11 years)

Stokes And Hubbell Capital Management LLC

2013 - 2014 (1 year)

Cetera Advisor Networks LLC

2010 - 2014 (4 years)

Stokes And Hubbell Capital Management, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Todd Hubbell 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 Hubbell Strickland Wealth Management, LLC

Carson Strickland
New Orleans, LA
Todd Hubbell
New Orleans, LA
Steven Hubbell
New Orleans, LA

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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