A complete list of active advisors currently associated with Hubbell Strickland Wealth Management, LLC
Warmer can help you find a great advisor at Hubbell Strickland Wealth Management, LLC or one who fits your needs even better.
Hubbell Strickland Wealth Management provides investment management, financial planning, and consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations and businesses. The firm reports managing approximately $618 million in client assets across discretionary and non‑discretionary mandates and delivers wealth management services alongside standalone planning and retirement-plan consulting. HSWM typically constructs portfolios using mutual funds, ETFs, ETNs, individual equity and debt securities, options, alternative assets and digital assets, and applies fundamental analysis together with asset allocation to align portfolios with clients’ risk tolerances and time horizons. The firm may allocate portions of client assets to independent managers, advise on held-away investments (including employer plan and insurance products), and monitors accounts on an ongoing basis. The firm’s ownership is organized through principals’ limited‑liability holding companies and it discloses an affiliation with a law firm, an arrangement that is uncommon among similar team firms. HSWM also notes that certain supervised persons act as registered representatives of a broker‑dealer and as a licensed insurance agent, and that it received formation assistance and ongoing software/support from a custodian, all disclosures the firm identifies as potential conflicts it manages in its policies.
To learn more about the advisors currently working at Hubbell Strickland Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New Orleans, LA
| 41
| |
New Orleans, LA
| 15
| |
New Orleans, LA
| 14
|
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