Lloyd Hebert
Lloyd Hebert is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Conroe, TX, with 33 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
2751 S Loop 336 W, Conroe, TX, 77304
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Regulatory History (1)
Financial
January 2024Other 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.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Spc
Sammons Securities Company, LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations4 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.