Douglas
Hubert

Avantax Advisory Services

CRD#5236641
Investment Advisor
in Brecksville, OH

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About this Advisor

Douglas Hubert is a financial advisor based in Brecksville, Ohio, working with Avantax Advisory Services. Douglas has previously held positions at Hubert & Hubert, Inc, 1St Global Capital Corp, 1St Global Advisors, Inc, Avantax Insurance Services, Inc, Avantax Advisory Services, and Avantax Investment Services, Inc. Douglas has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Douglas is part of Avantax Advisory Services, which operates out of Brecksville, Ohio. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

12200 Chestnut Circle
Brecksville, OH 44141

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$41,695,726,722

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

2,478

OH Average: 49
Total Number of Accounts

131,534

OH Average: 2,315
Average Account Size

$316,996

OH Average: $1,314,358

Investment Advisory Services

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

Douglas Hubert Work History

2019 - Present (6 years)

Avantax Advisory Services

2019 - Present (6 years)

Avantax Investment Services, Inc

2011 - Present (14 years)

Avantax Insurance Services, Inc

1990 - Present (35 years)

Hubert & Hubert, Inc

2007 - 2019 (12 years)

1St Global Advisors, Inc

2006 - 2019 (13 years)

1St Global Capital Corp

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Douglas Hubert 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 Avantax Advisory Services

Ronald Donato Jr
Irving, TX
Gerald Delk
West Windsor, NJ
Leah Mead
Coppell, TX
Jeanne Helmar
Lansdale, PA
Gary Weinlein
Schenectady, NY
Brian Schmidt
Coppell, TX
Michael Domingue
Lafayette, LA
Martin Durbin
Mineral Wells, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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