Ann
Shubert
Equita Financial Network, Inc
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About this Advisor
Ann Shubert is a financial advisor based in Albuquerque, New Mexico, working with Equita Financial Network, Inc. Ann has previously held positions at Ball Aerospace, American Vaulting Association Region IV, Waddell & Reed, Inc, various insurance carriers for W&R Insurance Agencies, Intentional Finance, LLC, Equita Financial Network, Inc, Intentional Insurance, LLC, and Equila Financial, LLC. Ann has passed the Series 66 regulatory exam and is registered to provide services in New Mexico. Currently, Ann is part of Equita Financial Network, Inc, which operates out of Albuquerque, New Mexico. The firm has 1 office and 9 employees. The firm manages assets totaling $283.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Equita Financial Network, Inc includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equita Financial Network, Inc Brokerage Details
$283,061,181
9
990
$285,920
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Ann Shubert Work History
Equita Financial Network, Inc
Equila Financial, LLC
Intentional Insurance, LLC
Intentional Finance, LLC
Various Insurance Carriers For W&R Insurance Agencies
American Vaulting Association Region Iv
Waddell & Reed, Inc
Ball Aerospace
Disclosures
Please visit the SEC profile of Ann Shubert 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 Equita Financial Network, Inc
Fort Washington, PA
Albuquerque, NM
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