GH
CFP
GH
CFP

Gregory Hubbell

44 Years of Experience
BrokerSells Insurance

Gregory Hubbell is a CFP-designated registered investment advisor at St. Bernard Financial Services, INC., based in Russellville, AR, with 44 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 841 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
841 clients
Average Client Portfolio
$155K average
Assets Under Management
$130.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K2.00%
$50K - $100K1.75%
$100K - $250K1.50%
$250K - $500K1.25%
$500K - $5.0M1.00%
$5M+1.00%

Fees negotiable for accounts over $5 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1609 West Main St., Russellville, AR, 72801

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Gregory is the owner and in sales at G. H. Hubbell & Associates, selling life, health, disability insurance, and fixed annuities since 1978. This takes about 10-20% of his time.

Employment History
Current Registrations
St. Bernard Financial Services, INC.Broker
August 2021 - Present · 4 yrs 8 mos
St. Bernard Financial Services, INC.
August 2021 - Present · 4 yrs 8 mos
St. Bernard Financial Services, INC.
August 2021 - Present · 4 yrs 8 mos
Previous Registrations
Securities America Advisors, INC.
December 2016 - August 2019 · 2 yrs 8 mos
Securities America, INC.Broker
December 2016 - August 2019 · 2 yrs 8 mos
Foothill Securities, INC.Broker
May 2003 - December 2016 · 13 yrs 7 mos
Foothill Securities, INC.
May 2003 - December 2014 · 11 yrs 7 mos
Royal Alliance Associates, INC.
July 2000 - April 2003 · 2 yrs 9 mos
Royal Alliance Associates, INC.Broker
April 1997 - April 2003 · 6 yrs
John Hancock Distributors, INC.Broker
February 1980 - April 1997 · 17 yrs 2 mos
John Hancock Mutual Life Insurance CompanyBroker
February 1980 - April 1997 · 17 yrs 2 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Gregory Hubbell - Financial Advisor | TrueAdvisor