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VH

Virgil L. Hughes

CENTENNIAL WEALTH ADVISORY
TRAVERSE CITY, MI 49684
Some features on this profile are disabled
CRD#: 4537491
VH

Professional summary


Virgil Lewis Hughes, who also goes by VIrgil Lewis Hughes III, is a registered financial advisor currently at CENTENNIAL WEALTH ADVISORY, LLC located in Traverse City, Michigan.

Virgil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Virgil has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Virgil Lewis Hughes Iii

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.
Virgil is an insurance agent under CWA Financial LLC.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Virgil Lewis Hughes's CRS (Customer Relationship Summary).
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

April 26, 2024 - Present

CENTENNIAL WEALTH ADVISORY, LLC

Office #1: 701 Third Street, Traverse City, MI 49684
RIA
CRD#: 138054
TRAVERSE CITY, MI
Past

April 19, 2013 - August 8, 2023

LARSON FINANCIAL GROUP, LLC

RIA
CRD#: 140599
SAINT LOUIS, MO
Past

April 10, 2013 - August 8, 2023

LARSON FINANCIAL SECURITIES, LLC

BD
CRD#: 152517
ST. LOUIS, MO
Past

August 25, 2003 - May 18, 2005

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
CHICAGO, IL
Past

August 21, 2003 - May 18, 2005

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CENTENNIAL WEALTH ADVISORY, LLC
CENTENNIAL ADVISORS | CENTENNIAL WEALTH ADVISORY, LLC

CRD#: 138054 / SEC#: 801-113464

RIA
Registered Investment Advisory firm - (6/18/2018 Approved)
Michigan
Registered Investment Advisory firm - (6/21/2018 Terminated)
Texas
Registered Investment Advisory firm - (6/21/2018 Terminated)

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
Michigan
(4/26/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/18/2013
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CW
CENTENNIAL WEALTH ADVISORY, LLC
CENTENNIAL ADVISORS | CENTENNIAL WEALTH ADVISORY, LLC

CRD#: 138054 / SEC#: 801-113464

RIA
Registered Investment Advisory firm - (6/18/2018 Approved)
Michigan
Registered Investment Advisory firm - (6/21/2018 Terminated)
Texas
Registered Investment Advisory firm - (6/21/2018 Terminated)
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Contact information


Main Address
701 Third Street, Traverse City, MI 49684
Mailing Address
Phone number
(231) 995-9575
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (5 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CENTENNIAL WEALTH ADVISORY ADV 2 (1/15/2025)

Regulatory assets under management


Total Number of Accounts2,723
AUM (Assets Under Management)$ 311,057,049

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CENTENNIAL WEALTH ADVISORY, LLC

CRD#: 138054Traverse City, MI 49684

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