VH
VH

Virgil Hughes

13 Years of Experience
Traverse City, MI
1 DisclosureSells Insurance

Virgil Hughes is a registered investment advisor at Centennial Wealth Advisory, LLC, based in Traverse City, MI, with 13 years of industry experience. Virgil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Tax Planning. Their firm serves 1,354 clients with $400M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
1,354 clients
Average Client Portfolio
$293K average
Assets Under Management
$397.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Centennial Wealth Advisory (CWA) may direct clients to third-party investment advisors and will be compensated via a fee share from those advisors. The total fee, including CWA's share and the third party's fee, will be up to 1.45% of your portfolio. The third party's fee ranges from 0.35% to 0.45%. These fees are negotiable.

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Location

701 Third Street, Traverse City, MI, 49684

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History

Regulatory History (1)
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Financial
January 2024
Final
Other Business ActivitiesSells Insurance

Virgil is an insurance agent under CWA Financial LLC.

Employment History
Current Registrations
Centennial Wealth Advisory, LLC
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Larson Financial Group, LLC
April 2013 - August 2023 · 10 yrs 4 mos
Larson Financial Securities, LLCBroker
April 2013 - August 2023 · 10 yrs 4 mos
A. G. Edwards & Sons, INC.
August 2003 - May 2005 · 1 yr 9 mos
A. G. Edwards & Sons, INC.Broker
August 2003 - May 2005 · 1 yr 9 mos
State Registrations1 state
MI
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.
Virgil Hughes - Financial Advisor | TrueAdvisor