Lawrence J. Hubert

TRUSTMONT ADVISORY GROUP

HADDON FIELD, NJ

Some features on this profile are disabled

CRD#: 2000667

Professional summary

Lawrence James Hubert JR, who also goes by Larry Hubert Jr, is a registered financial advisor currently at TRUSTMONT ADVISORY GROUP, INC. located in Haddon Field, New Jersey and TRUSTMONT FINANCIAL GROUP, INC. located in Haddonfield, New Jersey.

Lawrence is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Lawrence has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Larry Hubert Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) POOL DOCTOR, LLC, 210 3RD AVE, HADDON HEIGHTS, NJ 08035. SWIMMING POOL SERVICE COMPANY. PRESIDENT, DUTIES INCLUDE WORK-FLOW MANAGEMENT, CONCULTING, DESIGNING AND TECHNICIAN TRAINING. SEASONAL-10 HPW NOT DURING SECURITES TRADING HOURS. 2)SOUTH JERSEY OLDE GUARDE FOUNDATION, 711 FULTON ST, CHERRY HILL, NJ 08002. BEGAN 1/1/99 AS SECRETARY FOR NON-PROFIT. NOT INVESTMENT RELATED. DEVOTES 2 HRS/MNTH, NONE DURING TRADING. 3) PENNSYLVANIA LODGE 2 F&AM, 1 NORTH BROAD STREET, PHILADELPHIA, PA, 06/2001. TRUSTEE, GUIDE THE DIRECTION, REVIEW AND AUDIT SPENDING. 3 HPM NOT DURING SECURITIES TRADING HOURS. 4)DBA HUBERT WEALTH LLC, 241 MERION AVE, HADDONFIELD,NJ 08033. PRESIDENT, FINANCIAL PLANNING PRACTICE 10 HPW DURING SECURITIES TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence James Hubert JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 13, 2019 - Present

TRUSTMONT ADVISORY GROUP, INC.

RIA

CRD#: 106015

HADDON FIELD, NJ

Current

November 5, 2019 - Present

TRUSTMONT FINANCIAL GROUP, INC.

CRD#: 18312

Haddonfield, NJ

Past

March 3, 2010 - November 8, 2019

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Cherry Hill, NJ

Past

March 3, 2010 - November 8, 2019

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Cherry Hill, NJ

Past

February 15, 2006 - November 9, 2009

TOWER SQUARE SECURITIES, INC.

RIA

CRD#: 833

HADDON HEIGHTS, NJ

Past

January 5, 2006 - November 9, 2009

TOWER SQUARE SECURITIES, INC.

CRD#: 833

HADDON HEIGHTS, NJ

Past

May 10, 2004 - January 11, 2006

OSAIC FA, INC.

RIA

CRD#: 3978

CHERRY HILL, NJ

Past

February 3, 2003 - January 11, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

June 1, 1998 - January 11, 2006

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

August 18, 1995 - June 1, 1998

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

July 3, 1991 - August 24, 1995

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 3, 1991 - August 24, 1995

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

March 9, 1990 - July 19, 1990

HIBBARD BROWN & CO., INC.

CRD#: 18246

NEW YORK, NY

Past

December 20, 1989 - March 13, 1990

NETWORK 1 FINANCIAL SECURITIES INC.

CRD#: 13577

RED BANK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRUSTMONT ADVISORY GROUP, INC.

CRD#: 106015 / SEC#: 801-30694

RIA

Registered Investment Advisory firm - (11/27/1987 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New Jersey
(11/8/2019)

IAR

New Jersey
(11/13/2019)

Pennsylvania
(11/14/2019)

Virginia
(11/12/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/17/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/16/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/18/1989

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

TRUSTMONT ADVISORY GROUP, INC.

CRD#: 106015 / SEC#: 801-30694

RIA

Registered Investment Advisory firm - (11/27/1987 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601

Mailing Address

Phone number

(724) 468-5665

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A 03-2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	5,387
AUM (Assets Under Management)	$ 1,126,006,619

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Lawrence J. Hubert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence James Hubert JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUSTMONT FINANCIAL GROUP, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

TOWER SQUARE SECURITIES, INC.

TOWER SQUARE SECURITIES, INC.

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

HIBBARD BROWN & CO., INC.

NETWORK 1 FINANCIAL SECURITIES INC.

Primary Firm SEC Registration

TRUSTMONT ADVISORY GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/17/2012

Series 63

Date: 3/16/1990

SIE

Date: 10/1/2018

Series 7

Date: 11/18/1989

FINRA

Current Firm

TRUSTMONT ADVISORY GROUP, INC.

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUSTMONT ADVISORY GROUP, INC.

TRUST BUT VERIFY

Similar Advisors