Unclaimed Profile

Roger Allen Hubley

NETWORTH ASSET MANAGEMENT, INC·MARCO ISLAND, Florida

SIE, Series 1, Series 6TO, Series 24, Series 63CFP ChFC25 years registeredNETWORTH ASSET MANAGEMENT, INC

870 BALD EAGLE DRIVE, MARCO ISLAND, FL 34145CRD# 251984Firm CRD# 105145

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Roger Allen Hubley · MARCO ISLAND, FL

Registration

CRD #251984 · NETWORTH ASSET MANAGEMENT, INC · 25 years registered

Brand Profile

Not yet started

Career History

INTERCAROLINA FINANCIAL SERVICES, INC.

May 2024 – present

NETWORTH ASSET MANAGEMENT, INC

Nov 2000 – present

GIRARD SECURITIES, INC.

Sep 2011 – Feb 2015

MARCO ISLAND, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 6TO

Series 24

Series 63

Registration record

First registered · November 21, 2000

Years registered · 25

Professional designations · CFP, ChFC

Disclosure History

2016Regulatory·Final

2002Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

NETWORTH ASSET MANAGEMENT, INC

CRD 105145 · SEC 801-129943

AUM

$106M

Regulatory assets under management

Employees

278 client accounts

Services offered by NETWORTH ASSET MANAGEMENT, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NETWORTH ASSET MANAGEMENT, INC →

Introduction

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Frequently Asked Questions

What services does Roger Allen Hubley offer?

Roger Allen Hubley specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MARCO ISLAND, Florida for a consultation.

What are Roger Allen Hubley's credentials?

Roger Allen Hubley holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Roger Allen Hubley located?

Roger Allen Hubley is based in MARCO ISLAND, Florida, working with NETWORTH ASSET MANAGEMENT, INC. Their office serves clients in the MARCO ISLAND metropolitan area and surrounding communities.

How does Roger Allen Hubley charge for services?

Roger Allen Hubley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NETWORTH ASSET MANAGEMENT, INC?

NETWORTH ASSET MANAGEMENT, INC has approximately 4 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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