Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Temmerman McHugh is a registered Investment Advisor Representative with Buckingham Strategic Wealth, LLC and THE Colony Group, LLC. Alicia has been in the financial industry since 2011. She has worked for FORESIDE FINANCIAL SERVICES, LLC and LORING WARD SECURITIES INC in the past. Alicia specializes in Financial Planning, Pension Consulting and Selection of Other Advisors. Alicia holds Series 7, 7TO, SIE, and 66 licenses. Alicia is registered with the state of California and Oregon. Alicia is currently employed with Buckingham Strategic Wealth, LLC, which is based in St. Louis, Missouri.
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
CA
05/17/2021 - Present
Buckingham Strategic Wealth, LLC (San Jose CA)
CA
10/29/2018 - 08/07/2020
FORESIDE FINANCIAL SERVICES, LLC (San Jose CA)
CA
06/29/2011 - 10/29/2018
LORING WARD SECURITIES INC. (San Jose CA)
BOTH
Issued 08/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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