Lori HubbardCRD Number: 5319866
Current Firm: Mfs Institutional Advisors Inc.
Lori Hubbard (CRD# 5319866) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 10 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Mfs Fund Distributors, Inc.||Boston, MA||Sep 2013 - Current||4|
|Palmetto Advisory Group||Kiawah Island, SC||Jan 2013 - Aug 2013||< 1|
|Morgan Keegan And Company Inc.||Greenville, SC||Feb 2011 - Dec 2012||1|
|Natixis Global Associates||Boston, MA||Jun 2009 - Jan 2011||1|
|Columbia Management Group||Boston, MA||Dec 2007 - Jun 2009||1|
|Columbia Management Advisors, LLC||Boston, MA||Dec 2007 - Jun 2009||1|
|Morgan Keegan & Company||Greenville, SC||Apr 2007 - Nov 2007||< 1|
|Guardian Building Products||Greer, SC||Aug 2005 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management117,259MILLIONS
Total Number of Accounts7,157ACCOUNTS
Average Account Value$16,383,855
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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