Lawrence Hubert
Lawrence Hubert is a registered investment advisor at Trustmont Advisory Group, INC., based in Haddon Field, NJ, with 35 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,945 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Location
Haddon Field, NJ
Get directionsHistory
Regulatory History (6)
Judgment / Lien
October 2019Judgment / Lien
August 2019Criminal
December 2018Judgment / Lien
November 2016Judgment / Lien
August 2012Judgment / Lien
August 1992Other Business Activities
Lawrence is the president of Pool Doctor, LLC, a swimming pool service company, dedicating a few hours per week seasonally. He also serves as secretary for South Jersey Olde Guarde Foundation and trustee for Pennsylvania Lodge 2 F&AM, spending minimal time on each. Lawrence is also president of Hubert Wealth LLC, his financial planning practice, spending a few hours per week.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Hibbard Brown & CO., INC.Broker
Network 1 Financial Securities INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.