Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry Lynn Echart is a financial advisor with HUB Investment Partners, LLC, a registered investment advisor with approximately $7 billion in assets under management. Sherry has over 20 years of experience in the financial services industry and holds Series 7, 6, 63, and 65 licenses. Sherry is committed to providing personalized financial advice to individuals, families, businesses, and non-profit organizations. Sherry's experience includes working at Chase Investment Services Corp., Compass Brokerage, Inc., Wells Fargo Investments, LLC, and BANC One Securities Corporation. Sherry is a dedicated professional committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
01/06/2022 - Present
HUB Investment Partners, LLC (AUSTIN TX)
TX
10/02/2006 - 03/22/2011
CHASE INVESTMENT SERVICES CORP. (ARLINGTON TX)
AL
05/25/2005 - 02/03/2006
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
CA
11/11/2003 - 02/14/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
IL
07/21/1999 - 11/12/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
03/07/1994 - 12/31/1994
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 08/26/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Sherry Echart is the right advisor for you? Invested Better is here to help.
