Louis Roy Hughes
Investment adviser representative at Dovetail Wealth Management, LLC
29 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$333.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Dovetail Wealth Management, LLCJan 2018 to now
- LPL Financial, LLCNov 2017 to now
- Investment Centers of America, Inc.Nov 1997 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
Dovetail Wealth Management, LLC
$333.1MAssets managed
857Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2987735
- Firm CRD
- 291068