Cary Street Partners

Investment Advisor
in Roanoke, VA

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About this Advisor

John Hubard is a financial advisor based out of Roanoke, Virginia who has 1 year of relevant experience. Hubard is an advisor for Cary Street Partners. Their career trajectory has included roles at David D. Walker, Pc, University Of Dayton School Of Law, Unemployed/Studying For Va State Bar Exam, Dixon, Hubard, Feinour & Brown, Inc and Cary Street Partners Investment Advisory LLC. Hubard has a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Virginia. Cary Street Partners is an advisory business that has its headquarters in Richmond, VA. The firm has offices in 14 locations and a total of 134 advisors. It handles $6 billion in assets between its 11,387 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 50 charitable organizations. Of its 11,387 accounts, 31% belong to high-net-worth investors who have greater than $1 million in assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually depend on which service is offered. However, fees charged by Cary Street Partners can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

601 S. Jefferson Street Suite 410
Roanoke, VA 24011

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Cary Street Partners Brokerage Details

Total Assets Under Management


VA Average: $1,835,309,194
Total Number of Employees


VA Average: 32
Total Number of Accounts


VA Average: 1,458
Average Account Size


VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

John Hubard Work History

John has been registered as a financial advisor for 1 years.*

2022 - Present (1 year)

Cary Street Partners Investment Advisory LLC

2015 - Present (8 years)

Dixon, Hubard, Feinour & Brown, Inc

2014 - 2015 (1 year)

Unemployed/Studying For Va State Bar Exam

2013 - 2013 (< 1 year)

David D. Walker, Pc

2013 - 2014 (1 year)

University Of Dayton School Of Law

2012 - 2013 (1 year)

University Of Dayton School Of Law

*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.


Please visit the SEC profile of John Hubard 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 Cary Street Partners

Paula Megan
Glen Allen, VA
James Hall
Roanoke, VA
John Mccoy
Arlington, VA
Mark Smith
Richmond, VA
John Hubard
Roanoke, VA
Alan Reef
Summit, NJ
Christina Todd
Glen Allen, VA
Jill Fletcher
Charlottesville, VA

The content in this profile was updated by SmartAsset on 4/16/2023. 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

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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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