Cary Street Partners
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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
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Cary Street Partners Brokerage Details
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.*
Cary Street Partners Investment Advisory LLC
Dixon, Hubard, Feinour & Brown, Inc
Unemployed/Studying For Va State Bar Exam
David D. Walker, Pc
University Of Dayton School Of Law
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
Glen Allen, VA
Glen Allen, VA
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