Robert
Stewart
Lvz, Inc
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Lvz, Inc Brokerage Details
$808,429,000
21
5,192
$155,707
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.*
Lvz, Inc
Stewart Financial Group
Harbour Investments, Inc
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.
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Clarkesville, GA
Holland, MI
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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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