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Dwight Lee Pugh

HMV WEALTH ADVISORS, LLC·SHREVEPORT, Louisiana
Unclaimed Profile
333 TEXAS STREET, SHREVEPORT, LA 71101CRD# 6985696Firm CRD# 297747
01

About

Dwight Lee Pugh is a registered financial advisor based in SHREVEPORT, Louisiana, affiliated with HMV WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
HMV WEALTH ADVISORS, LLC
HMV WEALTH ADVISORS, LLC
AUM
$305M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at HMV WEALTH ADVISORS, LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6985696
Firm CRD# 297747
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dwight Lee Pugh offer?
Dwight Lee Pugh specializes in Investment Management, Fee-Only Advisory. Contact their office in SHREVEPORT, Louisiana for a consultation.
What are Dwight Lee Pugh's credentials?
Dwight Lee Pugh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dwight Lee Pugh located?
Dwight Lee Pugh is based in SHREVEPORT, Louisiana, working with HMV WEALTH ADVISORS, LLC. Their office serves clients in the SHREVEPORT metropolitan area and surrounding communities.
How does Dwight Lee Pugh charge for services?
Dwight Lee Pugh's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HMV WEALTH ADVISORS, LLC?
HMV WEALTH ADVISORS, LLC has approximately 4 employees and manages $305M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Louisiana
NEW ORLEANS (156)BATON ROUGE (72)METAIRIE (53)LAFAYETTE (41)MANDEVILLE (25)
City Guides
NEW ORLEANS GuideBATON ROUGE GuideMETAIRIE GuideLAFAYETTE GuideMANDEVILLE Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
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