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Berkeley Meredith

Hughes Financial Services, LLC

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About Berkeley Meredith

Berkeley Meredith is an Investment Advisor Representative at Hughes Financial Services, LLC. Berkeley is registered with the state of Texas and Virginia and has been in the industry since August 2017. Berkeley has a Series 65 license and is a Certified Financial Planner. Berkeley specializes in portfolio management for both individuals and businesses. Hughes Financial Services, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC) and is located in Herndon, VA.

Firm Information

Berkeley Meredith is currently registered with Hughes Financial Services, LLC. Hughes Financial Services, LLC is an investment advisor headquartered in HERNDON, VA. The firm manages approximately $510,046,187 in assets for individuals, high-net-worth individuals, and corporations. The firm provides portfolio management services for businesses and individuals. They also offer wrap fee programs.
Hughes Financial Services, LLC

2201 COOPERATIVE WAY

HERNDON, VA 20171

$510.05M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Berkeley Meredith’s Registration & Firm History

VA

08/17/2018 - Present

Hughes Financial Services, LLC (HERNDON VA)

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Licenses & Designations

IA

Issued 08/17/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Berkeley Meredith.
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