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Gary T. Hughes

HUGHES WEALTH MANAGEMENT
Hermosa Beach, CA
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CRD#: 1700976
GH

Professional summary


Gary Thomas Hughes, who also goes by Gary Hughes, is a registered financial advisor currently at HUGHES WEALTH MANAGEMENT INCORPORATED located in Hermosa Beach, California.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Gary has worked at 16 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Gary 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.
Independent Insurance Agent, Sole Proprietor, Start: 06/2022, 1111 2nd Street, Hermosa Beach, CA 90254, Insurance Agent, Not investment related, 5-10 hours per month.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Gary Thomas Hughes's CRS (Customer Relationship Summary).

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


Current

August 10, 2022 - Present

HUGHES WEALTH MANAGEMENT INCORPORATED

RIA
CRD#: 321954
Hermosa Beach, CA
Past

July 1, 2013 - July 6, 2022

CONCORDE ASSET MANAGEMENT, LLC

RIA
CRD#: 140367
HERMOSA BEACH, CA
Past

June 12, 2013 - July 6, 2022

CONCORDE INVESTMENT SERVICES, LLC

BD
CRD#: 151604
HERMOSA BEACH, CA
Past

April 26, 2011 - July 10, 2013

ARQUE CAPITAL, LTD.

RIA
CRD#: 121192
HERMOSA BEACH, CA
Past

June 22, 2010 - July 10, 2013

ARQUE CAPITAL, LTD.

BD
CRD#: 121192
SCOTTSDALE, AZ
Past

May 13, 2010 - November 15, 2010

ARQUE CAPITAL, LTD.

RIA
CRD#: 121192
HERMOSA BEACH, CA
Past

September 10, 2008 - November 10, 2009

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
REDONDO, CA
Past

September 2, 2008 - November 10, 2009

QUESTAR ASSET MANAGEMENT, INC.

RIA
CRD#: 133358
MINNEAPOLIS, MN
Past

March 20, 2007 - September 5, 2008

PENSION PLANNERS SECURITIES, INC.

BD
CRD#: 14068
SACRAMENTO, CA
Past

March 6, 2007 - September 5, 2008

PENSION PLANNERS SECURITIES, INC.

RIA
CRD#: 14068
LOS ANGELES, CA
Past

February 7, 2004 - December 8, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CENTURY CITY, CA
Past

February 5, 2004 - December 8, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CENTURY CITY, CA
Past

August 23, 2002 - October 6, 2003

U.S. BANCORP ADVISORS, LLC

RIA
CRD#: 14455
LOS ANGELES, CA
Past

February 12, 2002 - October 6, 2003

U.S. BANCORP ADVISORS, LLC

BD
CRD#: 14455
GLENDALE, CA
Past

March 12, 1998 - April 7, 1998

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

March 12, 1998 - April 7, 1998

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

November 5, 1996 - June 27, 1997

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

January 20, 1996 - October 25, 1996

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
DALLAS, TX
Past

September 28, 1995 - January 1, 1996

UNITED PACIFIC SECURITIES, INC.

BD
CRD#: 21986
CARLSBAD, CA
Past

July 18, 1994 - September 7, 1995

BA INVESTMENT SERVICES, INC.

BD
CRD#: 12965
OAKLAND, CA
Past

December 23, 1987 - July 25, 1994

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

October 16, 1987 - November 30, 1987

YAEGER SECURITIES, INC.

BD
CRD#: 10118

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(8/10/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/22/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


HW
HUGHES WEALTH MANAGEMENT INCORPORATED
G2J2 INVESTMENT MANAGEMENT | HUGHES, GARY THOMAS | HUGHES WEALTH MANAGEMENT INCORPORATED

CRD#: 321954 / SEC#:

California
Registered Investment Advisory firm - (8/10/2022 Approved)
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Contact information


Main Address
Hermosa Beach, CA
Mailing Address
Phone number
(424) 237-2636
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts3
AUM (Assets Under Management)$ 5,700,000

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


HUGHES WEALTH MANAGEMENT INCORPORATED

CRD#: 321954Hermosa Beach, CA

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