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Louis Roy Hughes

DOVETAIL WEALTH MANAGEMENT, LLC·TAYLOR, Texas
Unclaimed Profile
301 NORTH MAIN STREET, TAYLOR, TX 76574CRD# 2987735Firm CRD# 291068
01

About

Louis Roy Hughes is a registered financial advisor based in TAYLOR, Texas, affiliated with DOVETAIL WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DOVETAIL WEALTH MANAGEMENT, LLC
DOVETAIL WEALTH MANAGEMENT, LLC
AUM
$278M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at DOVETAIL WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2987735
Firm CRD# 291068
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Louis Roy Hughes offer?
Louis Roy Hughes specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TAYLOR, Texas for a consultation.
What are Louis Roy Hughes's credentials?
Louis Roy Hughes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Louis Roy Hughes located?
Louis Roy Hughes is based in TAYLOR, Texas, working with DOVETAIL WEALTH MANAGEMENT, LLC. Their office serves clients in the TAYLOR metropolitan area and surrounding communities.
How does Louis Roy Hughes charge for services?
Louis Roy Hughes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DOVETAIL WEALTH MANAGEMENT, LLC?
DOVETAIL WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in TAYLOR
Ann Hughes — DOVETAIL WEALTH MANAGEMENT, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
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