Phillip
Hebert
Brokers International Financial Services, LLC
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About this Advisor
Phillip Hebert is a financial advisor who works in Lewisville, Texas, who has 1 year of relevant experience. Hebert is an employee of Brokers International Financial Services, LLC. Throughout their career, they have worked at Pfs Investments Inc, Primerica Financial Services, Raytheon, Lpl Financial, Lpl Financial, LLC, Cambridge Investment Research, Inc and National Agents Alliance. Hebert has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Brokers International Financial Services, LLC is an advisory company that has its headquarters in Urbandale, IA. It has offices in 120 locations and a total of 224 people on staff. It controls $1 billion in total assets between its 9,114 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 10 charitable organizations. Of its 9,114 accounts, just 3% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm provides a broad array of services, including portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely vary depending on the services offered. Fee types charged by Brokers International Financial Services, LLC may include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brokers International Financial Services, LLC Brokerage Details
$1,360,141,295
224
9,114
$149,236
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Phillip Hebert Work History
Phillip has been registered as a financial advisor for 1 years.*
National Agents Alliance
Cambridge Investment Research, Inc
Lpl Financial
Lpl Financial, LLC
Pfs Investments Inc
Primerica Financial Services
Raytheon
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Phillip Hebert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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