Dwight
Pugh

Hmv Wealth Advisors, LLC

CRD#6985696
Investment Advisor
in Shreveport, LA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Dwight Pugh is a financial advisor working out of Shreveport, Louisiana with 5 years of relevant experience. Pugh currently works for Hmv Wealth Advisors, LLC. Over the course of their career, they have held roles at Hmv Wealth Advisors, LLC, Heard, Mcelroy & Vestal, LLC and Smith, Pugh & Seal, Llp. Pugh maintains a Series 65 license, designating them as an investment advisor representative, and can advise clients in Louisiana and Texas. Hmv Wealth Advisors, LLC is a registered investment company operating out of Shreveport, LA. It has just three financial advisors. It has $114 million in assets under management across its 53 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 53 client accounts, 51% are associated with high-net-worth investors who have at least $1 million in assets. The business performs a few services, including portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on which services the firm provides the client. Fee types charged by Hmv Wealth Advisors, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

333 Texas Street Suite 1525
Shreveport, LA 71101

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Hmv Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$113,633,267

LA Average: $486,181,852
Total Number of Employees

3

LA Average: 13
Total Number of Accounts

53

LA Average: 722
Average Account Size

$2,144,024

LA Average: $673,382

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Dwight Pugh Work History

Dwight has been registered as a financial advisor for 5 years.*

2019 - Present (5 years)

Heard, Mcelroy & Vestal, LLC

2018 - Present (6 years)

Hmv Wealth Advisors, LLC

2015 - 2019 (4 years)

Heard, Mcelroy & Vestal, LLC

1982 - 2015 (33 years)

Smith, Pugh & Seal, Llp

*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 Dwight Pugh 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 Hmv Wealth Advisors, LLC

Roderick Williams
Shreveport, LA
Nicole Karamales
Shreveport, LA
Dwight Pugh
Shreveport, LA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started