Kaleigh Naomi Hubbard
Investment adviser representative at PNC Wealth Management
11 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$30.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- PNC Wealth Management, LLCJul 2026 to now
- Edward JonesMar 2024 to Jul 2026
- Bok Financial Securities, Inc.May 2023 to Mar 2024
- First Command Brokerage Services, IncJan 2023 to May 2023
- First Command Insurance Services , IncJan 2023 to May 2023
- First Command Advisory Services , IncJan 2023 to Mar 2023
- First Command Brokerage Service IncJul 2022 to Jan 2023
- UnemployedApr 2022 to Jun 2022
- Morgan StanleyDec 2021 to Apr 2022
- UnemployedSep 2021 to Dec 2021
- Charles Schwab & Co., Inc.Sep 2020 to Aug 2021
- UnemployedJul 2020 to Sep 2020
- Doctor's Financial ResourceFeb 2020 to Jul 2020
- The University of New MexicoJan 2015 to Feb 2020
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NM).
PNC Wealth Management
$30.3BAssets managed
164,105Clients
1,167Advisers
23 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
- 7221238
- Firm CRD
- 129052