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Lloyd Hebert

Cambridge Investment Research Advisors, INC.
34 Years of Experience
Conroe, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
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Lloyd Hebert is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Conroe, TX, with 34 years of industry experience. Lloyd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

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

Location

2751 S Loop 336 W, Conroe, TX, 77304

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History

Regulatory History (1)
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.
Financial
January 2024
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Lloyd is involved in several business activities, including being a speaker/educator for Hebert Financial Services, owning multiple real estate entities, and owning Apex Advisors LLC. He is also the President of Hebert Financial Services - Austin, working as an independent insurance agent for various independent insurance agencies.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
February 2024 - Present · 2 yrs 8 mos
Cambridge Investment Research, INC.
February 2024 - Present · 2 yrs 8 mos
Cambridge Investment Research, INC.Broker
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Cetera Advisors LLC
December 2018 - February 2024 · 5 yrs 2 mos
Cetera Advisors LLCBroker
December 2018 - February 2024 · 5 yrs 2 mos
Questar Asset Management, INC.
August 2014 - December 2018 · 4 yrs 4 mos
Questar Capital CorporationBroker
August 2014 - December 2018 · 4 yrs 4 mos
Spc
September 2005 - August 2014 · 8 yrs 11 mos
Sammons Securities Company, LLCBroker
September 2003 - August 2014 · 10 yrs 11 mos
Securian Financial Services, INC.
September 1992 - September 2003 · 11 yrs
Securian Financial Services, INC.Broker
September 1992 - September 2003 · 11 yrs
State Registrations4 states
ARMISCTX
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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