MD
MD

Miranda Dawn Dubberly

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
459 clients
Average Client Portfolio
$686K average
Assets Under Management
$315.0M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

4403 S Thompson St, Ste 1, Springdale, AR, 72764

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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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Employment History
Current Registrations
New Wave Wealth Advisors
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Arvest Wealth Management
July 2023 - August 2024 · 1 yr 1 mo
Arvest Wealth ManagementBroker
March 2023 - August 2024 · 1 yr 5 mos
State Registrations1 state
AR
Advisor
Exams
No exam information available for this advisor.
Miranda Dawn Dubberly - Financial Advisor | TrueAdvisor