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Lawrence Hubert

Trustmont Advisory Group, INC.
35 Years of Experience
Haddon Field, NJ
6 DisclosuresBroker
View SEC Summary
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Lawrence Hubert is a registered investment advisor at Trustmont Advisory Group, INC., based in Haddon Field, NJ, with 35 years of industry experience. Lawrence is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 4,322 clients with $1.4B in assets under management.

Trustmont Advisory Group, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
4,322 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.4B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2% of assets managed. Fees may vary depending on the specific advisor chosen.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Haddon Field, NJ

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
October 2019
Judgment / Lien
August 2019
Criminal
December 2018
Final Disposition
Judgment / Lien
November 2016
Judgment / Lien
August 2012
Judgment / Lien
August 1992
View Full SEC ReportHow to Read Disclosures
Other 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.
November 2019 - Present · 6 yrs 11 mos
Trustmont Financial Group, INC.Broker
November 2019 - Present · 6 yrs 11 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
March 2010 - November 2019 · 9 yrs 8 mos
Cambridge Investment Research Advisors, INC.
March 2010 - November 2019 · 9 yrs 8 mos
Tower Square Securities, INC.
February 2006 - November 2009 · 3 yrs 9 mos
Tower Square Securities, INC.Broker
January 2006 - November 2009 · 3 yrs 10 mos
Lincoln Financial Advisors Corporation
May 2004 - January 2006 · 1 yr 8 mos
The Lincoln National Life Insurance CompanyBroker
February 2003 - January 2006 · 2 yrs 11 mos
Lincoln Financial Advisors CorporationBroker
June 1998 - January 2006 · 7 yrs 7 mos
Cigna Financial Advisors,inc.Broker
August 1995 - June 1998 · 2 yrs 10 mos
Ids Life Insurance CompanyBroker
July 1991 - August 1995 · 4 yrs 1 mo
American Express Financial Advisors INC.Broker
July 1991 - August 1995 · 4 yrs 1 mo
Hibbard Brown & CO., INC.Broker
March 1990 - July 1990 · 4 mos
Network 1 Financial Securities INC.Broker
December 1989 - March 1990 · 3 mos
State Registrations3 states
NJPAVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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