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John Dillon McHugh

1ST Discount Brokerage, Inc.

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About John Dillon McHugh

John McHugh has been in the financial services industry since August 10, 1976. John McHugh is currently registered with 1st Discount Brokerage, Inc. in Half Moon Bay, CA. John McHugh has been with 1st Discount Brokerage, Inc. since August 2002. Previously, John McHugh was associated with MCCLURG CAPITAL CORPORATION in San Rafael, CA from September 1990 to May 27, 2004.

Firm Information

John McHugh is currently registered with 1ST Discount Brokerage, Inc.. 1ST Discount Brokerage, Inc. is a Corporation formed in 1995 and offers a range of advisory services, including financial planning, pension consulting, and selection of other advisors. They provide portfolio management for both individuals and businesses. The firm manages approximately $61,834,350 in regulatory assets and primarily serves high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. They are registered with the SEC and in all 50 states.

$61.83M

Assets Under Management

Not reported

Total Clients

12

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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digital advisory service

Digital advisory service

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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percentage of assets

A percentage of the total value of assets under management is charged.

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John McHugh’s Registration & Firm History

CA

09/07/2004 - Present

1ST Discount Brokerage, Inc. (HALF MOON BAY CA)

CA

09/11/1990 - 05/27/2004

MCCLURG CAPITAL CORPORATION (SAN RAFAEL CA)

CA

09/12/1990 - 08/21/2002

ACUMENT SECURITIES, INC. (SAN FRANCISCO CA)

NA

04/04/1990 - 09/13/1991

FIRST AMERICA EQUITIES CORP.

CA

01/22/1986 - 04/17/1990

VAN KASPER & COMPANY (SAN FRANCISCO CA)

NA

05/22/1979 - 01/16/1986

CAPITAL CONCEPTS INVESTMENT CORP.

NA

01/14/1977 - 12/19/1979

PROVIDENT NATIONAL EQUITIES, INC.

NA

08/06/1976 - 01/14/1977

PLA SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 08/02/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/1976

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for John Dillon McHugh.
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