Lisa Estellla Mcmillan
Investment adviser representative at Hub Investment Partners, LLC
17 yearsExperience
1 stateRegistered 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
17 years in the industry.
- Hub Investment Partners, LLCMar 2026 to now
- IntuitDec 2024 to now
- Baker RipleyJan 2024 to now
- Chelsea's Catering and Bar ServiceDec 2023 to now
- Equitable Advisors,LLCAug 2025 to Nov 2025
- Region 4 EscJul 2020 to Jan 2024
- Fort Bend IsdAug 2009 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8070321
- Firm CRD
- 307956