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Hubert Runnels

25 Years of Experience
Tomball, TX
BrokerSells Insurance

Hubert Runnels is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tomball, TX, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

25410 Kuykendahl Road, Tomball, TX, 77375

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Hubert works as an agent for Woodforest Financial Services marketing to clients and prospects, dedicating about 10-20% of his time. He also serves as First Vice President and Financial Advisor for Woodforest Wealth, dedicating over half of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2016 - Present · 9 yrs 11 mos
Raymond James Financial Services, INC.Broker
July 2016 - Present · 10 yrs
Previous Registrations
LPL Financial LLCBroker
July 2011 - August 2016 · 5 yrs 1 mo
LPL Financial LLC
July 2011 - August 2016 · 5 yrs 1 mo
Uvest Financial Services Group, INC.
November 2009 - July 2011 · 1 yr 8 mos
Uvest Financial Services Group, INC.Broker
November 2009 - July 2011 · 1 yr 8 mos
Wachovia Securities, LLC
May 2007 - March 2009 · 1 yr 10 mos
Wachovia Securities, LLCBroker
May 2007 - March 2009 · 1 yr 10 mos
Uvest Financial Services Group, INC.
June 2006 - May 2007 · 11 mos
Uvest Financial Services Group, INC.Broker
June 2003 - May 2007 · 3 yrs 11 mos
Futureshare Financial LLCBroker
November 2001 - August 2003 · 1 yr 9 mos
Rbr Securities, INC.Broker
April 2000 - October 2001 · 1 yr 6 mos
State Registrations19 states
AZCACOFLGAIAILINKSKYMOMSMTNCNMNYOHPATX
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.