Richard
Hubbard Ii

Millennium Advisory Services, Inc

CRD#7185022
Investment Advisor
in Glen Allen, VA

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About this Advisor

Richard Hubbard Ii is a financial advisor who works in Glen Allen, Virginia who has 3 years of industry experience. Hubbard Ii is on the advisory team at Millennium Advisory Services, Inc. Over the course of their career, Hubbard Ii has held roles at Altavista Combined School, Virginia Tech, Altavista Ymca, War Memorial Gym, First National Bank Of Altavista, Blacksburg Country Club, Smith Sapp Cpas and Millennium Advisory Services. Hubbard Ii holds a Series 65 license, designating them as an investment advisor representative, and can serve investors in Virginia. Millennium Advisory Services, Inc is a financial advisory business based in Glen Allen, VA. It has $530 million in assets among its 2,505 customer accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 2,505 client accounts, just 4% belong to high-net-worth investors who have at least $1 million in investable assets. The advisory firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types billed by Millennium Advisory Services, Inc can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5340 Twin Hickory Road
Glen Allen, VA 23059

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Millennium Advisory Services, Inc Brokerage Details

Total Assets Under Management

$530,135,067

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

28

VA Average: 32
Total Number of Accounts

2,505

VA Average: 1,458
Average Account Size

$211,631

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Richard Hubbard Ii Work History

Richard has been registered as a financial advisor for 3 years.*

2016 - Present (8 years)

Millennium Advisory Services

2018 - 2018 (< 1 year)

Smith Sapp Cpas

2017 - 2017 (< 1 year)

Blacksburg Country Club

2016 - 2016 (< 1 year)

First National Bank Of Altavista

2015 - 2015 (< 1 year)

Altavista Ymca

2015 - 2016 (1 year)

War Memorial Gym

2014 - 2018 (4 years)

Virginia Tech

2007 - 2014 (7 years)

Altavista Combined School

*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.

Disclosures

Please visit the SEC profile of Richard Hubbard Ii 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 Millennium Advisory Services, Inc

Thomas Siebers
Glen Allen, VA
Antonio Kitt
Glen Allen, VA
Steven Cooper
Glen Allen, VA
Coleman Fox
Glen Allen, VA
Timothy Hummel
Glen Allen, VA
Danielle Dykes
Glen Allen, VA
Ashleigh Lemaster
Glen Allen, VA
Edward Ware
Glen Allen, 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 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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