Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hugh? Claim Your ProfileHugh Coonrod is a financial advisor with LPL Financial LLC. Hugh has been in the financial services industry since 1984. He has a Series 7, Series 63 and SIE license. Hugh's office is located in Naperville, Illinois. His previous firms include Transamerica Financial Advisors, Inc., Transamerica Securities Sales Corporation, Planner's Independent Management, Inc., The Planner's Securities Group, Inc., Integrated Resources Equity Corporation and Financial Planners Equity Corporation. Hugh is also a Certified Financial Planner.
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
IL
03/18/2003 - Present
LPL Financial LLC (NAPERVILLE IL)
CA
05/15/1990 - 03/19/2003
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
CA
05/15/1990 - 07/31/1995
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
NA
09/13/1989 - 05/18/1990
PLANNER'S INDEPENDENT MANAGEMENT, INC.
CA
05/24/1984 - 05/18/1990
PLANNER'S INDEPENDENT MANAGEMENT, INC. (SAN MARCOS CA)
GA
07/06/1989 - 08/23/1989
THE PLANNER'S SECURITIES GROUP, INC. (ATLANTA GA)
NA
05/19/1989 - 07/08/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/25/1984 - 04/09/1984
FINANCIAL PLANNERS EQUITY CORPORATION
BC
Issued 09/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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