Eric
Hughes

Valley Wealth Strategies, LLC

CRD#4471291
Investment Advisor
in Sunnyvale, CA

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About this Advisor

Eric Hughes is a financial advisor who works out of Sunnyvale, California with a total of 6 years of industry experience. Hughes is an employee of Valley Wealth Strategies, LLC. Over the course of their career, Hughes has held roles at Lincoln Investment Planning, Inc, National Planning Corporation, Valley Wealth Strategies and Lpl Financial LLC. Hughes holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Valley Wealth Strategies, LLC is a registered investment business based in Lodi, CA. It has offices in 20 locations and a total of 31 advisors. It handles $1 billion in assets under management among its 3,600 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 3,600 accounts, just 6% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on the financial services. However, fee types charged by Valley Wealth Strategies, LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Sunnyvale, CA

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Valley Wealth Strategies, LLC Brokerage Details

Total Assets Under Management

$1,023,000,000

CA Average: $7,578,581,321
Total Number of Employees

31

CA Average: 43
Total Number of Accounts

3,600

CA Average: 3,727
Average Account Size

$284,167

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Eric Hughes Work History

Eric has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Valley Wealth Strategies

2017 - Present (7 years)

Lpl Financial LLC

2013 - 2017 (4 years)

National Planning Corporation

2011 - 2013 (2 years)

Lincoln Investment Planning, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eric Hughes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Valley Wealth Strategies, LLC

Caleb Sasson
Menlo Park, CA
Broc Wavra
San Diego, CA
Eric Hughes
Sunnyvale, CA
Joshua Schefers
San Ramon, CA
Oscar Martinez
Lake Forest, CA
Nicole Kikugawa
Sonora, CA
Daniel Buster
San Dimas, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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