Lloyd Patrick Hebert
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
37 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
37 years in the industry.
- Cambridge Investment Research Advisors, Inc.Feb 2024 to now
- Cambridge Investment Research, Inc.Feb 2024 to now
- Hp Wine Country Holdings, LLCMar 2023 to now
- Vida Boa, LLCAug 2020 to now
- Mallard Cove Development Company, LLCJan 2020 to now
- United Galvanizing, Inc.Jan 2015 to now
- L Hebert Holdings, LLCAug 2013 to now
- Hebert Financial ServicesAug 1989 to now
- Cetera AdvisorsDec 2018 to Feb 2024
- Questar Asset ManagementAug 2014 to Dec 2018
- Questar Capital CorporationAug 2014 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2134720
- Firm CRD
- 134139