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Advisor Services

  • Financial Planning

  • Pension Consulting


Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types



No timeline events available.
Employer Years Dates
Cadaret, Grant & Co., Inc. 7 years, 7 months May 2009 - Present
Sagepoint Financial, Inc 4 months Jan 2009 - May 2009
Aig Financial Advisors, Inc. 3 months Oct 2008 - Jan 2009
Addison Rutland Superior Union 6 years, 1 month Sep 2003 - Oct 2009
American General Securities Incorporated 6 years Oct 2002 - Oct 2008
Franklin Life/Aig 24 years, 10 months Jul 1984 - May 2009
Lion & Panther Financial Group 38 years, 6 months Jun 1978 - Present
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Donald Chris Hubert?
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Designations & Memberships

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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
  • disclosures
  • as of date
    Jul 20, 2012
  • license status
  • disclosures
  • as of date
    Apr 14, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


Cadaret Grant & Co Inc

Last updated on March 29, 2016
    • $3.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 19K
    • $185.9K
      Estimated Average Account Balance


Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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