Thomas Hubbell
Thomas Hubbell is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Burleson, TX, with 25 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
255 Elk Dr., Ste. D, Burleson, TX, 76028
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Thomas works full-time as an IAR under Maverick Wealth Management and spends about half his time as an administrative representative of a RIA through CIRA. Both activities are investment-related.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Advisor Resource Council
Maverick Wealth Management
LPL Financial LLCBroker
LPL Financial LLC
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Edward Jones
Edward JonesBroker
Nylife Distributors LLCBroker
Lighthouse Capital Management INC
Quasar Distributors, LLCBroker
Thornburg Securities CorporationBroker
Usallianz Investor Services, LLCBroker
The Dreyfus Service CorporationBroker
Berger Distributors, INC.Broker
State Registrations24 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.