Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hugh? Claim Your ProfileHugh Franklin Hale III is a financial advisor who has been in the financial services industry since 2003. Hugh is registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, and offers investment advisory services to individuals, families, and businesses. He is also a registered representative with several state regulatory agencies and has earned his Series 6, 63, and 65 licenses. Hugh’s experience in the industry and his focus on providing personalized financial planning services makes him a valuable resource for clients seeking to achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
07/30/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
GA
09/16/2016 - 07/29/2021
CAPITAL INVESTMENT GROUP, INC. (SAVANNAH GA)
GA
06/27/2014 - 09/14/2016
INVESTORS CAPITAL CORP. (SAVANNAH GA)
GA
02/17/2011 - 06/06/2013
EQUITY SERVICES, INC. (SAVANNAH GA)
GA
04/01/2010 - 02/22/2011
NYLIFE SECURITIES LLC (SAVANNAH GA)
GA
11/30/2004 - 03/16/2010
AXA ADVISORS, LLC (SAVANNAH GA)
NC
07/25/2003 - 12/08/2004
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
IA
Issued 06/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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