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 Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 6 more. Their firm serves 381 clients with $350M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
381 clients
Average Client Portfolio
$931K average
Assets Under Management
$354.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Clients can be charged up to 2.25% annually on assets managed. Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3050 Peachtree Rd Nw, Suite 400, Atlanta, GA, 30305

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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 10 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.
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