Hovey E. Garvin

STRATEGIC ADVISORS

ATLANTA, GA 30327

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CRD#: 2541360

Professional summary

Hovey Earle Garvin is a registered financial advisor currently at STRATEGIC ADVISORS, INC. located in Atlanta, Georgia.

Hovey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Hovey has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MR. GARVIN IS THE OWNER AND PRESIDENT OF PENSION FINANCIAL SERVICES. THE BUSINESS BEGAN IN 1978 AND MR. GARVIN IS PRIMARILY RESPONSIBLE FOR MANAGING THE OPERATION OF THE FIRM WHICH TAKES ABOUT 30% OF HIS TIME. THE REMAINING 70% OF HIS TIME IS DEVOTED TO WORKING WITH ADVISORS/BROKERS IN DESIGNING QUALIFIED AND NON-QUALIFIED PLANS WHICH INCLUDES THE PLAN DESIGN, INVESTMENT OFFERINGS, EMPLOYEE COMMUNICATIONS, ETC.... MR. GARVIN DEVOTED APPROXIMATELY 70-80 HOURS A WEEK TO THIS BUSINESS. THE ADDRESS IS 3700 CRESTWOOD PARKWAY, SUITE 550; DULUTH, GA 30096-5585.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hovey Earle Garvin's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 16, 2018 - Present

STRATEGIC ADVISORS, INC.

Office #1: 10 Finch Forest Trail Suite 100, Atlanta, GA 30327

RIA

CRD#: 126045

ATLANTA, GA

Past

October 10, 1994 - August 15, 2024

LAMON & STERN, INC.

CRD#: 10839

ATLANTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(8/16/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/9/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/7/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/7/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STRATEGIC ADVISORS, INC.

CRD#: 126045 / SEC#:

Georgia

Registered Investment Advisory firm - (9/8/1995 Approved)

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Contact information

Main Address

10 Finch Forest Trail Suite 100, Atlanta, GA 30327

Mailing Address

Phone number

(404) 314-8411

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Hovey E. Garvin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hovey Earle Garvin's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ADVISORS, INC.

LAMON & STERN, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/9/2017

Series 63

Date: 10/7/1994

SIE

Date: 10/1/2018

Series 6

Date: 10/7/1994

Current Firm

STRATEGIC ADVISORS, INC.

Contact information

Documents

Red Flags

Company Information

STRATEGIC ADVISORS, INC.

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