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Bonnita L Hughes

Charles Schwab & CO., Inc.

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About Bonnita L Hughes

Bonnita Hughes is a financial professional with over 18 years of experience in the financial services industry. Bonnita is currently registered as an investment advisor representative with Charles Schwab & CO., Inc. where she has been working since April 2018. Bonnita has previously worked with ONEAMERICA SECURITIES, INC., PRINCOR FINANCIAL SERVICES CORPORATION, WACHOVIA SECURITIES, LLC, A. G. EDWARDS & SONS, INC., and CITICORP INVESTMENT SERVICES. Bonnita is licensed to offer securities and investment advisory services in 53 states and jurisdictions.

Firm Information

Bonnita Hughes is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Bonnita Hughes’s Registration & Firm History

IN

01/03/2023 - Present

Charles Schwab & CO., Inc. (Indianapolis IN)

IN

04/20/2015 - 03/21/2018

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

AZ

04/14/2009 - 11/05/2014

PRINCOR FINANCIAL SERVICES CORPORATION (PHOENIX AZ)

IL

01/01/2008 - 01/26/2009

WACHOVIA SECURITIES, LLC (OAKBROOK IL)

IL

04/11/2007 - 01/03/2008

A. G. EDWARDS & SONS, INC. (OAKBROOK TERRACE IL)

IL

05/24/2004 - 04/16/2007

CITICORP INVESTMENT SERVICES (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 07/09/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/21/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2007

Series 7 - General Securities Representative Examination

BC

Issued 05/21/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Bonnita L Hughes.
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