Theodore
Hughes
Hughes Warren, Inc
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About this Advisor
Theodore Hughes is a certified financial planner operating out of Edmond, Oklahoma who has 16 years of industry experience. Hughes is on the advisory team at Hughes Warren, Inc. The advisor has gained experience at Hughes Warren, Inc. Hughes holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in Oklahoma and Texas. Hughes Warren, Inc is a financial advisory firm based out of Edmond, OK. It administers $131 million in assets under management across its 748 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 748 client accounts, just 11% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees typically vary depending on the financial services provided. Fees billed by Hughes Warren, Inc most likely consist of some combination 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
Theodore Hughes Work History
Theodore 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 Theodore 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 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.
