Anthony
Harvot
Southern Wealth Management Llp
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About this Advisor
Anthony Harvot is a certified financial planner based out of Dallas, Texas who has 6 years of relevant experience. Harvot currently works for Southern Wealth Management Llp. They have spent their whole time as a financial advisor at Southern Wealth Management Llp. Harvot holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Southern Wealth Management Llp is a financial advisory company headquartered in Dallas, TX. The company has offices in three locations and a total of 50 people on staff. It has $2 billion in assets across its 2,061 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 17 charities and foundations. Of its 2,061 customer accounts, 91% are held by high-net-worth individuals who have at least $1 million in assets. The company has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on which service is provided. Fee types billed by Southern Wealth Management Llp most likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Southern Wealth Management Llp Brokerage Details
$2,336,901,919
50
2,061
$1,133,868
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Anthony Harvot Work History
Anthony has been registered as a financial advisor for 6 years.*
Southern Wealth Management
*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 Anthony Harvot 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 Southern Wealth Management Llp
New Orleans, LA
Dallas, TX
New Orleans, LA
San Antonio, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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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.