Unclaimed
Hugh Holden Gully is a financial advisor who has been in the industry since 2017. He currently works at Sagespring Wealth Partners and previously worked at Raymond James Financial Services, Inc. Hugh Gully is registered with FINRA and the state of Alabama. He has a Series 66 license, a Series 7 license, and is a Certified Financial Planner. Hugh Gully specializes in providing financial planning and portfolio management services to individuals. He has experience working with high-net-worth individuals and other individuals.
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.
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
AL
04/01/2022 - Present
Sagespring Wealth Partners (Birmingham AL)
TN
03/02/2017 - 12/09/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (Brentwood TN)
BOTH
Issued 05/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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