Robert
Britton

Tcg Advisors, LLC A Hub International Company

CRD#4848445
Investment Advisor
in Temecula, CA

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About this Advisor

Robert Britton is a financial advisor based in Temecula, California, working with Tcg Advisors, LLC A Hub International Company. Robert has previously held positions at Tcg Advisors Lp, Tcg Advisors, LLC A Hub International Company, Hub International, and Wheelerfrost - Wealth Managers. Robert has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Robert is part of Tcg Advisors, LLC A Hub International Company, which operates out of Temecula, California. The firm has 26 offices and 50 employees. The firm manages assets totaling $7.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Tcg Advisors, LLC A Hub International Company includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

Temecula, CA

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Tcg Advisors, LLC A Hub International Company Brokerage Details

Total Assets Under Management

$7,320,554,466

CA Average: $3,042,739,679
Total Number of Employees

50

CA Average: 49
Total Number of Accounts

2,202

CA Average: 2,315
Average Account Size

$3,324,502

CA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Robert Britton Work History

2021 - Present (3 years)

Hub International

2020 - Present (4 years)

Tcg Advisors, LLC A Hub International Company

2020 - 2020 (< 1 year)

Tcg Advisors Lp

2013 - 2020 (7 years)

Wheelerfrost - Wealth Managers

Disclosures

Please visit the SEC profile of Robert Britton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tcg Advisors, LLC A Hub International Company

Dennis Bielik
Austin, TX
Jensen Lorea
Bethesda, MD
Garrett Adams
Austin, TX
Eric Williams
Naples, FL
Alexander Garcia
Austin, TX
Cristhian Gonzales
Austin, TX
George Feid
Sharon, MA
John Sturgis
Austin, TX

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