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Sherry L. Echart

HUB INVESTMENT PARTNERS
Arlington, TX
Some features on this profile are disabled
CRD#: 2405624
SE

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.

BD
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

BD
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

BD
CRD#: 10582
SAN FRANCISCO, CA
Past

July 21, 1999 - November 12, 2003

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

March 7, 1994 - December 31, 1994

BANC ONE SECURITIES CORPORATION

BD
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
HUB INVESTMENT PARTNERS, LLC
AFS FINANCIAL GROUP | VERIPAX WEALTH MANAGEMENT | TCG ADVISORY SERVICES, LLC | TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY | TCG ADVISORS | TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY | HUB INVESTMENT PARTNERS, LLC | HUB ADVISOR CONNECT | FULL SUITE WEALTH | BRIDGECREEK INVESTMENT MANAGEMENT | AGAPE INVESTMENT ADVISORS, 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)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/26/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/14/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/28/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/20/1999
Investment Company Products/Variable Contracts Representative Examination

Current Firm

HUB INVESTMENT PARTNERS, LLC
HUB INVESTMENT PARTNERS, LLC
AFS FINANCIAL GROUP | VERIPAX WEALTH MANAGEMENT | TCG ADVISORY SERVICES, LLC | TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY | TCG ADVISORS | TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY | HUB INVESTMENT PARTNERS, LLC | HUB ADVISOR CONNECT | FULL SUITE WEALTH | BRIDGECREEK INVESTMENT MANAGEMENT | AGAPE INVESTMENT ADVISORS, LLC

CRD#: 307956 / SEC#: 801-118346

RIA
Registered Investment Advisory firm - (4/1/2020 Approved)
PREMIUM
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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 (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TCG FORM ADV PART 2A - MARCH 2023 (1/23/2026)

Regulatory assets under management

Total Number of Accounts8,633
AUM (Assets Under Management)$ 8,979,977,344

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

HUB INVESTMENT PARTNERS, LLC

HUB INVESTMENT PARTNERS, LLC

CRD#: 307956Arlington, TX

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