Heather L. Wilson

HUGHES FINANCIAL SERVICES

Herndon, VA 20171

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CRD#: 6797615

Professional summary

Heather L Wilson, who also goes by Heather Lynn Wilson, is a registered financial advisor currently at HUGHES FINANCIAL SERVICES, LLC located in Herndon, Virginia.

Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Heather has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Heather Lynn Wilson

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) - RIA

Click below to view Heather L Wilson's CRS (Customer Relationship Summary).

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

September 20, 2021 - Present

HUGHES FINANCIAL SERVICES, LLC

Office #1: 2201 Cooperative Way Suite 150, Herndon, VA 20171

RIA

CRD#: 173195

Herndon, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HUGHES FINANCIAL SERVICES, LLC

CRD#: 173195 / SEC#: 801-80866

RIA

Registered Investment Advisory firm - (2/2/2015 Approved)

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

Texas
(4/23/2025)

IAR

Virginia
(9/20/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/16/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 8/2/2019

Securities Industry Essentials Examination

Current Firm

HUGHES FINANCIAL SERVICES, LLC

CRD#: 173195 / SEC#: 801-80866

RIA

Registered Investment Advisory firm - (2/2/2015 Approved)

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Contact information

Main Address

2201 Cooperative Way Suite 150, Herndon, VA 20171

Mailing Address

Phone number

(703) 669-3660

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HUGHES FINANCIAL SERVICES, LLC APPENDIX I (7/7/2025)

Regulatory assets under management

Total Number of Accounts	2,110
AUM (Assets Under Management)	$ 616,361,633

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.

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Heather L. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heather L Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

HUGHES FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

HUGHES FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/16/2021

SIE

Date: 8/2/2019

Current Firm

HUGHES FINANCIAL SERVICES, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HUGHES FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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