Donald Hubbard
Donald Hubbard is a CFP-designated registered investment advisor at LPL Financial LLC, based in Weatherford, TX, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
903 N Main St, Weatherford, TX, 76086-2027
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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 ActivitiesSells Insurance
Donald is a deacon at NorthSide Baptist Church, spending minimal time on this activity. He also operates Don Hubbard Investment Services as a DBA for his LPL business and participates in the Ramsey Solutions' Smartvestor Pro program, dedicating minimal time to the latter. Donald provides investment advisory services through Advisor Resource Council, spending nearly full-time on this activity, and also engages in real estate rental.
Employment History
Current Registrations
LPL Financial LLC
Advisor Resource Council
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Compass Brokerage, INC.Broker
Raymond James Financial Services, INC.Broker
Edward JonesBroker
State Registrations12 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.