Robert D. Hurlburt

HURLBURT FINANCIAL

LAKELAND, FL 33813-2578

Some features on this profile are disabled

CRD#: 5582870

Professional summary

Robert Dewayne Hurlburt is a registered financial advisor currently at HURLBURT FINANCIAL located in Lakeland, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Robert has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

EVANS & HURLBURT CPAS PA, 5125 S. LAKELAND DR. #3, LAKELAND FL 33813-2578,OWNER OPERATED, CPA FIRM, TAX PREPARATION AND ACCOUNTING, 11/05, 25HRS DURING TRADING HOURS, SUPERVISION OF TWO CPAS, ONE ACCOUNTANT, ONE ADMINSTRATIVE PERSON AND ONE STUDENT INTERN.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Dewayne Hurlburt's 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

April 20, 2010 - Present

HURLBURT FINANCIAL

Office #1: 5125 S. Lakeland Drive #4, Lakeland, FL 33813-2578

RIA

CRD#: 152173

LAKELAND, FL

Past

April 9, 2009 - December 15, 2009

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

LAKELAND, FL

Past

October 1, 2008 - December 15, 2009

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

LAKELAND, FL

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

Florida
(4/20/2010)

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: 1/5/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/6/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/29/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HURLBURT FINANCIAL

EVANS & HURLBURT CPAS , PA | HURLBURT FINANCIAL

CRD#: 152173 / SEC#:

Florida

Registered Investment Advisory firm - (4/20/2010 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

5125 S. Lakeland Drive #4, Lakeland, FL 33813-2578

Mailing Address

Phone number

(863) 701-9717

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	345
AUM (Assets Under Management)	$ 56,501,110

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

Zachary Melloh

LJI WEALTH MANAGEMENT, LLC

IAR

Indianapolis, IN

Sheldon Andre

PROTRADE SECURITIES, LLC

Douglas Kinsey

ARTIFEX FINANCIAL GROUP, LLC

IAR

Oakwood, OH

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert D. Hurlburt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Dewayne Hurlburt's CRS (Customer Relationship Summary).

Certified licenses

Experience

HURLBURT FINANCIAL

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/5/2009

Series 63

Date: 10/6/2008

Series 6

Date: 9/29/2008

Current Firm

HURLBURT FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HURLBURT FINANCIAL

TRUST BUT VERIFY

Similar Advisors