Unclaimed
Patrick Moore is an investment advisor representative at Hughes Financial Services, LLC. Patrick is registered with the state of Virginia and has been in the industry since 2016. Patrick is a Series 65 license holder and has passed the Uniform Investment Adviser Law Examination. Hughes Financial Services, LLC is a registered investment advisor with the SEC. The firm has 7 investment advisor representatives and provides portfolio management for businesses and individuals. The firm's assets under management are $510,046,187. The firm's clientele includes individuals other than high net worth and high net worth individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
10/19/2018 - Present
Hughes Financial Services, LLC (HERNDON VA)
IA
Issued 10/19/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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