Melinda
Warren
Hughes Warren, Inc
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About this Advisor
Melinda Warren is a certified financial planner based in Edmond, Oklahoma who has 16 years of industry experience. Warren works at Hughes Warren, Inc. Throughout their career, Warren has worked at Hughes Warren, Inc. Warren is able to advise clients in Oklahoma and Texas. Hughes Warren, Inc is a financial advisory firm operating out of Edmond, OK. It oversees $131 million in assets among its 748 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 748 accounts, just 11% are held by high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules vary depending on which services the firm provides the client. However, fees billed by Hughes Warren, Inc likely consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hughes Warren, Inc Brokerage Details
$131,360,826
5
748
$175,616
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Melinda Warren Work History
Melinda has been registered as a financial advisor for 16 years.*
Hughes Warren, Inc
Hughes Warren, 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 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
Edmond, OK
Edmond, OK
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.
