Hubert Larry Runnels

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → Present
  Raymond James Financial Services, Inc.
  Tomball, TX
• 07/2016 → Present
  Woodforest Financial Services, Inc.
  Tomball, TX
• 08/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Tomball, TX
• 08/2016 → Present
  Woodforest National Bank
  Tomball, TX
• 12/2019 → Present
  Woodforest Wealth
  Toball, TX
• 08/2016 → Present
  Woodforest Financial Services
  Tomball, TX

Previous Registrations

• 2011-07-05 → 2016-08-04
  Lpl Financial Llc
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
  Missouri City, TX
  Sugarland, TX
  South Pasadena, TX
  Houston, TX
  Houston, TX
  Katy, TX
  Spring, TX
  Hempstead, TX
  Houston, TX
  Houston, TX
• 2009-11-06 → 2011-07-05
  Uvest Financial Services Group, Inc.
  Houston, TX
  Houston, TX
• 2007-05-14 → 2009-03-17
  Wells Fargo Clearing Services, Llc
  Birmingham, AL
  Pascagoula, MS
  Ocean Springs, MS
  Addison, TX
  Temple, TX
  Glendale, AZ
• 2006-06-01 → 2007-05-07
  Uvest Financial Services Group, Inc.
  Harker Heights, TX
  Temple, TX

Other Businesses

(1)Name of Business: Woodforest Financial Srvices Address: 25410 Kuykendahl RD, Tomball, TX, 77375, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/01/2016 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 11-20 Description of duties: market to clients and prospects (2)Name of Business: Woodforest Wealth Address: 25410 Kuykendahl Rd, Tomball, TX, 77375, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 12/26/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: First Vice President Woodforest Wealth Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2006-05-31
• S63 Uniform Securities Agent State Law Examination
  2000-04-07

Other Names

• Bert Runnels