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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hugh? Claim Your ProfileHugh Blake-thomas is a financial advisor with over 24 years of experience in the industry. Hugh has a strong background in various areas including investment advisory services, portfolio management, financial planning, and pension consulting. Hugh holds Series 7, 9, 10, 24, 63, and 66 licenses and has previously been registered with firms such as Ameriprise Financial Services, Inc., TIAA-CREF Individual & Institutional Services, LLC, and Citizens Securities, Inc. Currently, Hugh is registered as a Registered Representative and Investment Advisor Representative with LPL Financial LLC, a firm with over $50 billion in assets under management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
06/21/2024 - Present
LPL Financial LLC (FORT MILL SC)
RI
09/20/2021 - 04/18/2024
CITIZENS SECURITIES, INC. (JOHNSTON RI)
MI
02/16/2016 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ANN ARBOR MI)
MI
06/27/2014 - 02/10/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Grand Blanc MI)
MI
08/17/2010 - 06/30/2014
WELLS FARGO ADVISORS, LLC (FARMINGTON HILLS MI)
MI
10/01/2007 - 08/24/2010
UBS FINANCIAL SERVICES INC. (GROSSE POINTE FARMS MI)
MI
12/19/2006 - 10/01/2007
NATCITY INVESTMENTS, INC. (ANN ARBOR MI)
MI
09/12/2005 - 11/29/2006
COMERICA SECURITIES (BLOOMFIELD HILLS MI)
RI
02/20/2001 - 09/19/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
01/01/1999 - 01/30/2001
FAHNESTOCK & CO. INC. (NEW YORK NY)
MI
03/23/1998 - 01/01/1999
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
BOTH
Issued 06/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2014
Series 24 - General Securities Principal Examination
BC
Issued 09/02/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/16/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/21/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2008
Series 3 - National Commodity Futures Examination
BC
Issued 03/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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