DH
DH

David Hughes

18 Years of Experience
Atlanta, GA
Sells Insurance

David Hughes is a registered investment advisor at Resurgent Advisors, based in Atlanta, GA, with 18 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 392 clients with $330M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
392 clients
Average Client Portfolio
$833K average
Assets Under Management
$326.4M

Fee Structure

Minimum Investment:None

Resurgent Financial Advisors charges fees based on the value of your portfolio. The specific fee schedule is negotiable and outlined in your Investment Advisory Agreement. You can be charged up to 2.25% annually on the assets managed by Resurgent.

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Location

6300 Powers Ferry Road, Suite 600-207, Atlanta, GA, 30339

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David is a managing partner at Peachtree Financial Group, an insurance brokerage, selling life, health, disability, LTC, and annuity insurance. He is also a partner at Peachtree College Planning, where he holds informational classes, with both activities taking about a quarter of his time.

Employment History
Current Registrations
Resurgent Advisors
December 2019 - Present · 6 yrs 4 mos
Previous Registrations
The Fiduciary Alliance
September 2016 - October 2019 · 3 yrs 1 mo
Capital Asset Advisory Services, LLC
August 2013 - March 2017 · 3 yrs 7 mos
Hornor, Townsend & Kent, INC.
March 2010 - August 2013 · 3 yrs 5 mos
New England Securities Corporation
July 2008 - February 2010 · 1 yr 7 mos
AXA Advisors, LLC
July 2007 - August 2008 · 1 yr 1 mo
State Registrations2 states
GATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.