Hugh Stallworth, financial advisor Gainesville GA
93 score

Hugh Stallworth

CRD Number: 6151123
Current Firm: Retirement Wealth Advisors, Inc.

Hugh Stallworth (CRD# 6151123) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Gainesville, GA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Retirement Wealth Advisors Gainesville, GA Aug 2016 - Current 1
Insurance Brokerage Services, Dba Retirement Design Solutions Gainesville, GA Apr 1997 - Current 21
Global Financial Private Capital Sarasota, FL Jan 2013 - Aug 2016 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Hugh D. Stallworth
Phone Number: 616-667-2150
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1,512
    MILLIONS
  • Total Number of Accounts
    13,030
    ACCOUNTS
  • Average Account Value
    $116,046
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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