Douglas Hubert (CRD# 5236641) is an Investment Advisor Representative working at Avantax Advisory Services in Brecksville, OH and has over 17 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
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Independence Capital Company, Inc.
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The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Brecksville, OH | Oct 2019 - Current | 4 |
| Avantax Investment Services, Inc. | Brecksville, OH | Oct 2019 - Current | 4 |
| Avantax Insurance Services, Inc. | Brecksville, OH | Aug 2011 - Current | 12 |
| Hubert & Hubert, Inc. | Brecksville, OH | Jun 1990 - Current | 33 |
| 1st Global Advisors, Inc. | Brecksville, OH | Feb 2007 - Oct 2019 | 12 |
| 1st Global Capital Corp | Brecksville, OH | Dec 2006 - Oct 2019 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2007 |
- OH
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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