A complete list of active advisors currently associated with Eubank, Hutson & Associates, LLC
Warmer can help you find a great advisor at Eubank, Hutson & Associates, LLC or one who fits your needs even better.
Eubank, Hutson & Associates serves individual clients, including high-net-worth households, by offering discretionary portfolio management alongside financial planning and single-subject consulting. The firm typically advises on mutual funds, publicly traded stocks, and exchange-traded funds and provides written financial plans and hourly consulting when requested. Its investment process combines technical and fundamental analysis with modern portfolio theory and a mix of long- and short-term purchase strategies, with portfolios tailored to each client's objectives, risk tolerance, and liquidity needs under discretionary authority. The brochure highlights attention to tax and retirement-rollover considerations and notes the firm acts as a fiduciary when providing retirement account advice. A noteworthy distinction is the explicit use of options and other derivative strategies (including option writing) within its managed accounts, a capability the firm discloses along with related risks and that is uncommon among similar supported firms. The firm also relies on an institutional custodial platform that supplies execution, research, and operational support—benefits the brochure says can aid client service but also create potential conflicts of interest the adviser discloses.
To learn more about the advisors currently working at Eubank, Hutson & Associates, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Plano, TX
| 10
| |
Plano, TX
| 23
|
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