Robert
Stewart

Lvz, Inc

CRD#4849485
Investment Advisor
in Cordele, GA

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About this Advisor

Robert Stewart is a financial advisor operating in Cordele, Georgia who has 3 years of relevant experience. Stewart is on the advisory team at Lvz, Inc. Throughout their career, they have worked at Next Financial Group Inc, Harbour Investments, Inc, Stewart Financial Group and Lvz, Inc. Stewart maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Georgia. Lvz, Inc is an advisory company based in Holland, MI. The investment advisory business has offices in 10 locations and a total of 21 financial advisors. It has $808 million in assets under management across its 5,192 customer accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 5,192 client accounts, just 5% belong to high-net-worth clients who have more than $1 million in assets available to invest. Lvz, Inc offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees depend on which services the firm provides the client. Fees billed by Lvz, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

219 S. 7Th Street
Cordele, GA 31015

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Lvz, Inc Brokerage Details

Total Assets Under Management

$808,429,000

GA Average: $943,424,332
Total Number of Employees

21

GA Average: 21
Total Number of Accounts

5,192

GA Average: 1,586
Average Account Size

$155,707

GA Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Robert Stewart Work History

Robert has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lvz, Inc

2015 - Present (9 years)

Stewart Financial Group

2015 - 2020 (5 years)

Harbour Investments, Inc

2008 - 2015 (7 years)

Next Financial Group Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Stewart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lvz, Inc

Zachary Phillips
Clarkesville, GA
Mark Vandermeer
Holland, MI
Joseph Bartmess
Wildwood, MO
Matthew Bostwick
Belleair, FL
Peter Ruther
Holland, MI
Michael Hodgson
Rock Hill, NY
Nathan Wood
Grand Rapids, MI
Eric Sale
Holland, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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