Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hugh? Claim Your ProfileHugh Lindsay Humphrey is an investment advisor representative registered with Osaic FA, Inc. and holds Series 7, 63, and 66 licenses. Hugh has been in the securities industry since April 12, 2012 and has experience with both Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation. Humphrey specializes in financial planning, portfolio management, and retirement plan consulting. Humphrey is also associated with Humphrey Equity Holdings LLC, a rental property management company.
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.
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.
Retirement plan consulting services provided on a limited basis.
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
CT
05/15/2024 - Present
Osaic FA, Inc. (HARTFORD CT)
PA
05/18/2022 - 05/10/2024
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
09/09/2015 - 05/10/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/09/2015 - 05/10/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
GA
11/03/2011 - 04/01/2015
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 10/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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