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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Hubert is an investment advisor representative with Trustmont Advisory Group, Inc. Lawrence has been in the industry since March 25, 1991. Lawrence currently holds registrations with FINRA, the state of New Jersey, Pennsylvania, and Virginia. Lawrence is also a registered investment advisor in New Jersey. Lawrence has been with Trustmont Advisory Group, Inc. since November 2019. Before joining Trustmont, Lawrence worked with Cambridge Investment Research, Inc. Trustmont Advisory Group, Inc. provides advisory services to high net worth individuals, as well as individuals other than high net worth individuals. The firm's compensation structure includes fixed fees, hourly charges, and a percentage of assets. The firm's advisory services include financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
11/13/2019 - Present
Trustmont Advisory Group, Inc. (GREENSBURG PA)
NJ
03/03/2010 - 11/08/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (Cherry Hill NJ)
NJ
01/05/2006 - 11/09/2009
TOWER SQUARE SECURITIES, INC. (HADDON HEIGHTS NJ)
IN
02/03/2003 - 01/11/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 01/11/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
08/18/1995 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
MN
07/03/1991 - 08/24/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/03/1991 - 08/24/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
03/09/1990 - 07/19/1990
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NJ
12/20/1989 - 03/13/1990
NETWORK 1 FINANCIAL SECURITIES INC. (RED BANK NJ)
IA
Issued 07/17/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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