Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hugh? Claim Your ProfileHugh Boyce Roberts is a financial advisor in Woodland Hills, California. Hugh has been in the financial services industry for over 35 years, having started in 1985. He is currently registered with Lincoln Investment and Capital Analysts. Hugh is a Certified Financial Planner (CFP) and has experience in financial planning, portfolio management, and estate planning. Hugh also specializes in business succession planning for family-owned businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
06/01/2012 - Present
Lincoln Investment (WOODLAND HILLS CA)
CA
05/01/2006 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (WOODLAND HILLS CA)
FL
04/30/2002 - 05/02/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (MAITLAND FL)
FL
04/30/2002 - 04/10/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (MAITLAND FL)
OH
08/12/1997 - 05/10/2002
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
MA
05/12/1992 - 08/13/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
OH
07/29/1985 - 04/20/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BC
Issued 12/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/26/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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