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RH

Ralph G. Hughes

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CRD#: 2349321
RH

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.

Ralph Gregory Hughes was a registered financial professional .

Ralph is a previously registered financial professional and started their career in finance in 1993. Ralph had worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
The advisor shows no other business activity.

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

April 11, 2019 - December 31, 2021

INTERVEST INTERNATIONAL, INC.

RIA
CRD#: 111516
New Braunfels, TX
Past

January 16, 2019 - December 31, 2021

INTERVEST INTERNATIONAL EQUITIES CORPORATION

BD
CRD#: 20289
New Braunfels, TX
Past

December 18, 2008 - December 31, 2018

INDEPENDENT FINANCIAL GROUP, LLC

RIA
CRD#: 7717
Willsonville, OR
Past

December 18, 2008 - December 31, 2018

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
Willsonville, OR
Past

September 3, 2008 - December 18, 2008

EPLANNING ADVISORS INC

RIA
CRD#: 109184
ROSEVILLE, CA
Past

September 3, 2008 - December 18, 2008

EPLANNING SECURITIES, INC.

BD
CRD#: 46000
TIGARD, OR
Past

February 20, 2004 - September 5, 2008

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
TIGARD, OR
Past

February 13, 2003 - February 20, 2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI
Past

April 14, 2000 - September 28, 2001

PIPER SANDLER & CO.

BD
CRD#: 665
MINNEAPOLIS, MN
Past

May 6, 1999 - July 20, 2000

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

January 11, 1995 - January 21, 1998

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

August 30, 1993 - October 31, 1994

GLOBAL CAPITAL SECURITIES CORPORATION

BD
CRD#: 16184
ENGLEWOOD, CO
Past

June 18, 1993 - August 10, 1993

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO

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: 5/26/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 5/28/1999
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


II
INTERVEST INTERNATIONAL, INC.
INTERVEST INTERNATIONAL, INC.

CRD#: 111516 / SEC#: 801-66615

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Contact information


Main Address
1980 Dominion Way, Suite 202, Colorado Springs, CO 80918
Mailing Address
Phone number
(719) 592-9299
Established
Firm type
Fiscal year end
# of Employees
16

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2A DATED 03/29/2024 (3/29/2024)

Regulatory assets under management


Total Number of Accounts356
AUM (Assets Under Management)$ 39,933,048

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


INTERVEST INTERNATIONAL, INC.

CRD#: 111516

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