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Paul Thomas Hughes

Hughes Financial Services, LLC

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About Paul Thomas Hughes

Paul Hughes is an investment advisor representative with Hughes Financial Services, LLC, a registered investment advisor. Paul has been in the financial services industry for over 30 years. Paul has experience in a variety of financial services roles, including financial planning, portfolio management, and investment consulting. Paul is a highly experienced and knowledgeable advisor who can help clients develop and implement financial strategies to achieve their goals.

Firm Information

Paul Hughes is currently registered with Hughes Financial Services, LLC. Hughes Financial Services, LLC is an investment advisor headquartered in HERNDON, VA. The firm manages approximately $510,046,187 in assets for individuals, high-net-worth individuals, and corporations. The firm provides portfolio management services for businesses and individuals. They also offer wrap fee programs.
Hughes Financial Services, LLC

2201 COOPERATIVE WAY

HERNDON, VA 20171

$510.05M

Assets Under Management

Not reported

Total Clients

7

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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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.

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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percentage of assets

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

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Paul Hughes’s Registration & Firm History

VA

02/05/2015 - Present

Hughes Financial Services, LLC (HERNDON VA)

VA

05/01/2009 - 02/05/2015

WFG INVESTMENTS, INC. (HERNDON VA)

VA

01/04/1999 - 05/13/2009

VALIC FINANCIAL ADVISORS, INC. (HERNDON VA)

TX

12/10/1990 - 12/31/2001

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

NY

04/11/1988 - 12/13/1990

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

07/16/1986 - 04/11/1988

E. F. HUTTON & COMPANY INC

NA

09/28/1982 - 07/02/1986

DEAN WITTER REYNOLDS INC.

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Licenses & Designations

IA

Issued 08/25/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/29/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/18/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 01/05/2000

Series 24 - General Securities Principal Examination

BC

Issued 04/02/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 02/05/2015

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/1982

Series 5 - Interest Rate Options Examination

BC

Issued 09/18/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Thomas Hughes.
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