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Phillip Carrell Jr.

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Hobbs, NM 88240

Credentials

Series 66

Industry experience

13 years

About

Phillip Carrell Jr. is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds the Series 66 designation and has been with Cambridge since 2017, following a prior role at Securities America Advisors. Outside of advising, he is active as an insurance agent in Hobbs, NM. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers a range of advisory services from financial planning to portfolio management, utilizing various platforms and third-party strategists to support tailored investment solutions.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

110 W Clinton

Hobbs, NM 88240

Most active in

New Mexico · Texas

Work history

Cambridge Investment Research Advisors

2017 - Present (9 years)

Cambridge Investment Research, Inc.

2017 - Present (9 years)

Securities America Advisors

2015 - 2016 (1 year)

Securities America Inc

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kristina R

Series 63, Series 65

Hobbs, NM

Robinson Wealth and Financial Planning

Kristina Robinson is a financial advisor at Robinson Wealth and Financial Planning in Hobbs, NM, holding Series 63 and Series 65 licenses with one year of industry experience. Her prior roles include positions at Primerica and Lincoln College of Technology. She is also a licensed insurance agent. Robinson Wealth and Financial Planning provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative and technical methods, focusing on mutual funds, equities, fixed income, ETFs, annuities, and non-U.S. securities.

Wealth management Annuities College savings (529s, UTMA, etc.)

Summer W

Series 66

Hobbs, NM

Edward Jones

Summer Wright is a financial advisor with Edward Jones in Hobbs, New Mexico, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2014. Wright serves as Vice President on the University of the Southwest Foundation Board. Edward Jones is a full-service wealth management firm that serves a diverse client base including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning Retirement income strategy Retired Founder/Business Owner Executive
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Davis W

Series 66

Hobbs, NM

Edward Jones

Davis Wright is a Series 66-licensed financial advisor at Edward Jones with eight years of industry experience. His prior roles include positions at Bank of America, Merrill, The James Polk Stone Community Bank, and First American Bank. Outside of his advisory work, he is the owner and managing member of Four K Properties, LLC, a real estate business based in Lovington, NM. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kimberly O

Series 63, Series 65

Hobbs, NM

Edward Jones

Kimberly Ortega is a financial advisor with Edward Jones in Hobbs, NM, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. She has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm has approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Luanne N

Series 66

Hobbs, NM

Edward Jones

Luanne North is a Series 66 licensed financial advisor with Edward Jones in Hobbs, NM, having 25 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory work, she serves as Vice President of WHI of Hobbs, where she participates in board meetings and supports a weekend hunger program for local school children. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Retired Founder/Business Owner Executive

Tonya F

Series 66

Hobbs, NM

Merrill

Tonya Fisher is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2003 and joined Merrill Lynch in 2016. Tonya utilizes the investment resources of Merrill Lynch and the banking services of Bank of America to address various aspects of her clients' financial lives. Her areas of expertise include education planning, institutional consulting, services for endowments, foundations, and non-profits, employee financial health, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, and women and wealth. Tonya holds a bachelor's degree in English from New Mexico State University and a master's degree in Technical Communication from Texas Tech University. Her professional designations include Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Tonya is active in her community, supporting the Lea County Humane Society and other animal rescue organizations. Her personal interests include gardening, horseback riding, knitting and crocheting, photography, reading, writing, and yoga.

General retirement planning College savings (529s, UTMA, etc.) Wealth management Executive Founder/Business Owner Women Professionals Women's Finance
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