Wesley David Previant
Investment adviser representative at Hub Investment Partners, LLC
12 yearsExperience
2 statesRegistered in
$11.9BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Hub Investment Partners, LLCOct 2024 to now
- Global Retirement Partners LLCJul 2022 to now
- LPL Financial LLCJul 2022 to Aug 2024
- City National BankOct 2018 to Jul 2022
- RBC Capital Markets, LLCJun 2014 to Jul 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Hub Investment Partners, LLC
$11.9BAssets managed
6,127Clients
118Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4423203
- Firm CRD
- 307956