Abby Hubble
Abby Hubble is a registered investment advisor at Osaic Wealth, INC., based in Broken Arrow, OK, with 17 years of industry experience. Abby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Broken Arrow, OK
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Abby provides advisory services through Emergence Wealth Management, works as an Uber driver, and is an independent business owner for Sunrider International. She also engages in insurance sales for planning purposes, works as an owner/marketer for ARH Genesis LLC, and works as a tax associate for Norwood Tax Services.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Arvest Wealth Management
Arvest Wealth ManagementBroker
Bok Financial Securities, INC.Broker
Bok Financial Advisors
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.