Melinda
Warren

Hughes Warren, Inc

CRD#4564050
Investment Advisor
in Edmond, OK

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About this Advisor

Melinda Warren is a financial advisor based in Edmond, Oklahoma, working with Hughes Warren, Inc. Melinda has previously held a position at Hughes Warren, Inc and is registered to provide services in Oklahoma and Texas. Currently, Melinda is part of Hughes Warren, Inc, which operates out of Edmond, Oklahoma. The firm has 6 employees and manages assets totaling $159.4 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Hughes Warren, Inc includes asset-based and hourly fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

16350 Muirfield Place
Edmond, OK 73013

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Hughes Warren, Inc Brokerage Details

Total Assets Under Management

$159,373,083

OK Average: $681,523,814
Total Number of Employees

6

OK Average: 15
Total Number of Accounts

757

OK Average: 642
Average Account Size

$210,532

OK Average: $1,061,564

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Melinda Warren Work History

2021 - Present (4 years)

Hughes Warren, Inc

2007 - 2021 (14 years)

Hughes Warren, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Melinda Warren 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 Hughes Warren, Inc

Melinda Warren
Edmond, OK
Theodore Hughes
Edmond, OK

The content in this profile was updated by SmartAsset on 6/19/2024. 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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