Dovetail Wealth Management LLC
Legal Name: DOVETAIL WEALTH MANAGEMENT, LLC
Full Contact Details
Dovetail Wealth Management LLC
301 NORTH MAIN STREET, TAYLOR, TX
(512) 352-1613
Other Info
Dovetail Wealth Management LLC, a limited liability company based in Texas, employs four members, including three advisors, and serves just two clients. The firm has successfully obtained SEC approval, with its registration date being January 8, 2018.
Dovetail Wealth - Home
WHO WE ARE KNOWLEDGE CONTACT ACCOUNT ACCESS FINRA BROKERCHECK Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Dovetail Wealth Management, LLC, a registered investment advisor and separate entity from LPL Financial. The LPL Financial Registered Represent…
Direct Owners
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ANN HUGHES
MEMBER owns more than 10% but less than 25%
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LOUIS ROY HUGHES
MANAGING MEMBER owns 75% or more
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MICHAEL ANTHONY DEROSA
CHIEF COMPLIANCE OFFICER owns less than 5%