Sherry L. Echart

HUB INVESTMENT PARTNERS

Arlington, TX

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CRD#: 2405624

Professional summary

Sherry Lynn Echart, who also goes by Sherry Lynn Eatman, Sherry Echart, Sherry Lynn Russell, Sherry Russell, is a registered financial advisor currently at HUB INVESTMENT PARTNERS, LLC located in Arlington, Texas.

Sherry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Sherry has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sherry Lynn Eatman | Sherry Echart | Sherry Lynn Russell | Sherry Russell

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sherry Lynn Echart'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

January 4, 2022 - Present

HUB INVESTMENT PARTNERS, LLC

RIA

CRD#: 307956

Arlington, TX

Past

July 3, 2020 - December 31, 2021

HUB INVESTMENT PARTNERS, LLC

RIA

CRD#: 307956

AUSTIN, TX

Past

September 23, 2019 - December 8, 2020

TCG ADVISORS, LP

RIA

CRD#: 112685

AUSTIN, TX

Past

October 4, 2006 - March 22, 2011

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

ARLINGTON, TX

Past

October 2, 2006 - March 22, 2011

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

ARLINGTON, TX

Past

May 25, 2005 - February 3, 2006

BBVA COMPASS INVESTMENT SOLUTIONS, INC

RIA

CRD#: 17086

DALLAS, TX

Past

May 25, 2005 - February 3, 2006

BBVA COMPASS INVESTMENT SOLUTIONS, INC

CRD#: 17086

BIRMINGHAM, AL

Past

April 30, 2004 - February 14, 2005

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

GRAPEVINE, TX

Past

November 11, 2003 - February 14, 2005

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SAN FRANCISCO, CA

Past

July 21, 1999 - November 12, 2003

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

March 7, 1994 - December 31, 1994

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

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".

HUB INVESTMENT PARTNERS, LLC

CRD#: 307956 / SEC#: 801-118346

RIA

Registered Investment Advisory firm - (4/1/2020 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.

Highlighted states indicate IAR registrations

IAR

Texas
(1/4/2022)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/26/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/14/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/28/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/20/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HUB INVESTMENT PARTNERS, LLC

CRD#: 307956 / SEC#: 801-118346

RIA

Registered Investment Advisory firm - (4/1/2020 Approved)

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Contact information

Main Address

900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746

Mailing Address

Phone number

(512) 600-5390

Established

Firm type

Fiscal year end

# of Employees

144

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TCG FORM ADV PART 2A - MARCH 2023 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	8,633
AUM (Assets Under Management)	$ 8,979,977,344

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
04/29/2025	Cover Page	Report
01/29/2024	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Sherry L. Echart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sherry Lynn Echart's CRS (Customer Relationship Summary).

Certified licenses

Experience

HUB INVESTMENT PARTNERS, LLC

TCG ADVISORS, LP

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BBVA COMPASS INVESTMENT SOLUTIONS, INC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

Primary Firm SEC Registration

HUB INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/26/2019

Series 63

Date: 7/14/1999

Series 7

Date: 3/28/2002

Series 6

Date: 7/20/1999

Current Firm

HUB INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HUB INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

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