Laurence Hulbert has been an investment adviser representative at Naples Wealth Planning since July 2024, and is not listed among the firm’s executive officers or direct owners. Laurence Hulbert holds a B.A. in History and Political Science from the University of Kentucky.
Naples Wealth Planning, LLC is a Bonita Springs, FL firm with $227M under management, 226 clients and 10 advisers in one office, as of its April 2026 filing.
Laurence Hulbert is Vice President, Investments & Planning at Naples Wealth Planning. He has thirty years of investment management experience, managing mutual funds and common trust funds for institutions, and portfolios for high net worth individuals. Before joining, he was Regional Portfolio Manager at BB&T, where he was responsible for customized investment management of client and institutional accounts, including asset allocation, security selection decisions, and regular portfolio supervision and periodic reviews with clients.
Laurence Hulbert’s longest registration was 3 years at M&i Investment Management Corp. (2007–2011). Before joining Naples Wealth Planning in 2024, Laurence Hulbert was registered through Imprint Wealth LLC and Laidlaw Wealth Management LLC.
- Naples Wealth PlanningCurrent– present · 2 yearsBonita Springs, FL · Adviser representative · Firm CRD 330316
- Imprint Wealth LLC– · 1 yearNaples, FL · Adviser representative · Firm CRD 322130
- Laidlaw Wealth Management LLC– · 2 yearsNaples, FL · Adviser representative · Firm CRD 150040
- Naples Wealth Planning– · 2 yearsNaples, FL · Adviser representative · Firm CRD 281234
- M&i Investment Management Corp.– · 3 yearsNaples, FL · Adviser representative · Firm CRD 109802
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 January 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Laurence Elliott Hulbert
- CRD
- 712122
- Firm
- Naples Wealth Planning · CRD 330316
- Office
- 3301 BONITA BEACH ROAD, SUITE 308, Bonita Springs, FL 34103
- Registration
- Investment adviser registration
- In the industry since
- July 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- napleswealthplanning.com
Where does Laurence Hulbert work?
Laurence Hulbert is an investment adviser representative registered through Naples Wealth Planning, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Laurence Hulbert a financial advisor?
Yes. Laurence Hulbert has a current investment-adviser registration, through Naples Wealth Planning since July 2024.
How many years of experience does Laurence Hulbert have?
Laurence Hulbert has 12 years in the financial industry, since July 2014, across 5 adviser firms.
What exams has Laurence Hulbert passed?
Laurence Hulbert passed the Series 65 in January 2018.
Where did Laurence Hulbert work before Naples Wealth Planning?
Before Naples Wealth Planning, Laurence Hulbert was registered through Laidlaw Wealth Management LLC, November 2020 to August 2023; Naples Wealth Planning (CRD 281234), April 2018 to December 2020; M&i Investment Management Corp., July 2007 to April 2011.
Where is Laurence Hulbert based?
Laurence Hulbert’s registered office is in Bonita Springs, FL.
Is Laurence Hulbert registered with FINRA?
No. Laurence Hulbert has no current broker registration.
How can I verify Laurence Hulbert’s record?
Search CRD 712122 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Laurence Hulbert’s full registration record.
