EH
CFP
EH
CFP

Elizabeth Hrubala

25 Years of Experience
Spartanburg, SC
Broker

Elizabeth Hrubala is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Spartanburg, SC, 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

101 West St. John Street, Suite 207, Spartanburg, SC, 29306

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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 Activities

Elizabeth is the owner of Jeter Hrubala Wealth Strategies LLC, a support company, dedicating minimal time. She also serves on the Investment Advisory Committee for the Spartanburg County Foundation, a non-profit, spending a few hours per week overseeing investment strategy.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
April 2014 - Present · 12 yrs 1 mo
Previous Registrations
Morgan Stanley
June 2009 - May 2014 · 4 yrs 11 mos
Morgan StanleyBroker
June 2009 - May 2014 · 4 yrs 11 mos
Morgan Stanley & CO. IncorporatedBroker
December 2008 - June 2009 · 6 mos
Morgan Stanley & CO. Incorporated
December 2008 - June 2009 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2005 - December 2008 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2005 - December 2008 · 3 yrs 4 mos
Citigroup Global Markets INC.
October 2000 - August 2005 · 4 yrs 10 mos
Citigroup Global Markets INC.Broker
September 2000 - August 2005 · 4 yrs 11 mos
State Registrations18 states
ALAZCACOFLGAIAKYMDNCNVNYORPASCTNTXVA
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.
Elizabeth Hrubala - Financial Advisor | TrueAdvisor