Best Investors Account Sign in
Current Employers
Hubbell Strickland Wealth Management, Llc

1100 Poydras Street Suite 2010, New Orleans, LA 70163 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2019-05-28
TX RA APPROVED_RES 2019-05-28
LA RA APPROVED 2019-05-23
  • MS RA
    APPROVED
    Since 2019-05-28
  • TX RA
    APPROVED_RES
    Since 2019-05-28
  • LA RA
    APPROVED
    Since 2019-05-23

Branch Locations

1100 Poydras Street Suite 2010, New Orleans, LA 70163 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Purshe Kaplan Sterling Investments Albany NY 10/2014 Present
Stokes & Hubbell Capital Management, Llc New Orleans LA 10/2014 06/2019
Hubbell Strickland Wealth Management New Orleans LA 06/2019 Present
  • 10/2014 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 10/2014 → 06/2019
    Stokes & Hubbell Capital Management, Llc
    New Orleans, LA
  • 06/2019 → Present
    Hubbell Strickland Wealth Management
    New Orleans, LA
Previous Registrations
  • 2014-10-13 → 2019-07-16
    Stokes & Hubbell Capital Management, Llc
    New Orleans, LA
  • 1992-05-20 → 2014-10-13
    Cetera Wealth Services, Llc
    New Orleans, LA
    Metairie, LA
    Metairie, LA
  • 1992-05-20 → 2008-07-02
    Stokes & Hubbell Capital Management Inc
    Metairie, LA
    Metairie, LA
Other Businesses

1. STEVEN J. HUBBELL, SOLE PROPRIETOR; FIXED INSURANCE SALES; INVESTMENT RELATED; REPRESENTATIVE; SALE OF LIFE, LONG-TERM CARE, DISABILITY AND ANNUITIES; AT REGISTERED LOCATION; START DATE: JULY 1985; 5 HOURS PER MONTH, NOT DURING TRADING HOURS; ANALYSIS OF INSURANCE NEEDS AND SALES OF INSURANCE PRODUCTS TO CLIENTS. 2. SPLH, LLC; P.O. BOX 541 METAIRIE, LA 70004; LIMITED PARTNER/OWNER; NOT INVESTMENT RELATED; INTEREST IN FAMILY PROPERTY IN LA; START DATE: AUGUST 2011; 1 HOUR PER MONTH, NOT DURING TRADING HOURS; NO ACTIVE INVOLVEMENT IN MAINTENANCE OF THE PROPERTY. 3. HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC. AT REGISTERED LOCATION. RIA, OWNER. INVESTMENT RELATED, 5/2019-PRESENT. 40 HOURS/WEEK DURING TRADING HOURS. PROVIDES INVESTMENT MANAGEMENT AND FINANCIAL PLANNING SERVICES. 4. Catholic World View. Non-Investment Related. 3100 Independence Pkwy, Suite 311, Plano, TX 75075. Board member. Start 12/2020. 1hr/mo, none during trading hours. Board member. 5. The Dominican Sisters of St. Cecilia Congregation - investment related - 801 Dominican Dr. Nashville, TN 37228 - Investment committee - investment committee member - Board member - 2 hours/0 trading hours per month - Review of financial information and general discussion of investment approach in investment advisory committee. I do not directly manage any investments for the congregation or have any business relationship with this group.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-09-18
  • S63 Uniform Securities Agent State Law Examination
    1984-09-18
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New Orleans, LA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor