user avatar

Phillip Harrison Carrell Jr.

Advisor at Cambridge Investment Research Advisors — Hobbs, NM

Updated today

Credentials

Series 66

Experience

14 years

Location

Hobbs, NM 88240

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,909

Across 2,197 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Phillip Carrell Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 14 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017, and previously worked at Securities America Advisors. In addition to his advisory role, he is involved in selling and placing insurance products through national companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning and investment management through various platform arrangements and provides access to both proprietary and third-party model strategies.

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

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

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

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

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Hobbs, NM

110 W Clinton

Hobbs NM 88240

Advisors at this office

1

Most active in

New Mexico · Texas

Work history

14 years of industry experience

Cambridge Investment Research Advisors, Inc.

2017 - Present • 9 years

Fairfield, IA

Cambridge Investment Research, Inc.

2017 - Present • 9 years

Fairfield, IA

Securities America Advisors

2015 - 2016 • 1 year

Hobbs, NM

Securities America Inc

2015 - 2016 • 1 year

Hobbs, NM

Edward Jones

2012 - 2015 • 3 years

Disclosures

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

Business activities & affiliations

user avatar

Kristina R

Series 65, Series 63

Hobbs, NM

Robinson Wealth and Financial Planning

Kristina Robinson is a financial advisor at Robinson Wealth and Financial Planning in Hobbs, NM, holding Series 65 and Series 63 licenses with two years of industry experience. Her prior work includes roles 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 businesses. The firm uses a combination of fundamental analysis, modern portfolio theory, and quantitative and technical methods, offering discretionary trading in 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
user avatar

Davis W

Series 66

Hobbs, NM

Edward Jones

Davis Wright is a financial advisor with Edward Jones in Hobbs, NM, holding a Series 66 designation and has eight years of industry experience. His prior work includes roles at Bank of America, Merrill, and The James Polk Stone Community Bank. Outside of advising, he is the owner and managing member of Four K Properties, LLC, a real estate business in Lovington, NM. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large national network of financial advisors and branch offices.

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

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 12 years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large retail advisor and branch network as well as its affiliated trust company and securities-based lending options.

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, leveraging the investment resources of Merrill Lynch and the banking services of Bank of America to support her clients' financial needs. She has been active in the financial services industry since 2003 and joined Merrill Lynch in 2016. 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. She has earned several professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her areas of focus include education planning, institutional consulting, legacy planning, portfolio management, and services for endowments, foundations, and non-profits. In addition to her professional work, Tonya supports the Lea County Humane Society and other animal rescue organizations. Her approach centers on connecting all aspects of her clients' financial lives to help prioritize and pursue the goals that matter most.

Wealth management General retirement planning Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Financial Professional Women Professionals Women's Finance
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)