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William B. Hughes

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CRD#: 1030539
WH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Boyce Hughes, who also goes by Billy Hughes, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1982. William had worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 52 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Billy Hughes

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(dba) CB&S BANK FINANCIAL SERVICES, INC (A Division of CB&S Bank); Investment Related; 724 West Market Street, Bolivar, TN 38008; Financial Services; Employee/Financial Services Representative; Start Date 01/2020; 160 hours per month with most hours occurring during trading hours; Offer securities and insurance related products and services to bank customers and prospects.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 8, 2020 - November 8, 2023

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
Bolivar, TN
Past

January 7, 2020 - November 8, 2023

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
Bolivar, TN
Past

September 5, 2019 - December 18, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
West Helena, AR
Past

September 11, 2018 - December 18, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
West Helena, AR
Past

June 13, 2012 - September 11, 2018

INVESTMENT PROFESSIONALS, INC.

BD
CRD#: 30184
WEST HELENA, AR
Past

May 2, 2011 - November 22, 2011

LPL FINANCIAL LLC

BD
CRD#: 6413
MEMPHIS, TN
Past

April 3, 2008 - July 31, 2009

FIRST HORIZON ADVISORS, INC.

RIA
CRD#: 17117
MEMPHIS, TN
Past

April 2, 2008 - July 31, 2009

FIRST HORIZON ADVISORS, INC.

BD
CRD#: 17117
MEMPHIS, TN
Past

March 11, 2004 - March 28, 2008

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
MEMPHIS, TN
Past

April 12, 2001 - March 28, 2008

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN
Past

January 8, 2001 - April 12, 2001

REGIONS INVESTMENT COMPANY, INC.

BD
CRD#: 17618
BIRMINGHAM, AL
Past

February 18, 2000 - December 19, 2000

NBC CAPITAL MARKETS GROUP, INC.

BD
CRD#: 18229
MEMPHIS, TN
Past

February 14, 2000 - February 24, 2000

AMSOUTH INVESTMENT SERVICES, INC.

BD
CRD#: 15692
BIRMINGHAM, AL
Past

March 5, 1998 - February 14, 2000

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

January 1, 1991 - February 10, 1998

VINING-SPARKS IBG, LLC

BD
CRD#: 27502
MEMPHIS, TN
Past

August 18, 1989 - February 10, 1998

ICBA SECURITIES

BD
CRD#: 24088
MEMPHIS, TN
Past

March 14, 1983 - January 1, 1991

VINING-SPARKS SECURITIES, INC.

BD
CRD#: 10073
Past

April 26, 1982 - February 18, 1983

T. J. RANEY & SONS, INC.

BD
CRD#: 3128

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/16/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CF
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CONCOURSE FINANCIAL GROUP ADVISORS | PROTECTIVE EQUITY SERVICES, INC. | PROEQUITIES, INC. | PROEQUITIES INC | INVESTMENT ADVISORS | CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708 / SEC#: 801-56010, 8-32590

BD
Terminated by SEC on 08/24/2025
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Contact information


Main Address
2801 Highway 280 South, Birmingham, AL 35223
Mailing Address
P.o. Box 518, Birmingham, AL 35201-0518
Phone number
(800) 288-3035
Established
Alabama since 07/11/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
885

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

CONCOURSE FINANCIAL GROUP SECURITIES ADV PART 2 BROCHURE 2024 (3/26/2024)

Direct owners and executive officers


NamePositionCRD#
PROTECTIVE LIFE CORPORATIONPARENT
MCCRELESS, KEVIN LUCIUSCHIEF COMPLIANCE OFFICER5180100

Regulatory assets under management


Total Number of Accounts20,957
AUM (Assets Under Management)$ 4,373,015,542

Disclosures


Regulatory Event64
Arbitration5

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

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