Dineen
Hughes
Oppenheimer & Co. Inc
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About this Advisor
Dineen Hughes is a certified financial planner operating out of Spring, Texas with 7 years of relevant experience. Hughes works at Oppenheimer & Co. Inc. Throughout their career, they have worked at Usaa Financial Advisors, Inc, Usaa Financial Planning Services and Oppenheimer & Co. Inc. Hughes maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Oppenheimer & Co. Inc is a registered investment business operating out of New York, NY. The investment advisory business has offices in 118 locations and a total of 2,784 financial advisors. It administers $23 billion in total assets among its 32,333 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 145 charitable organizations. Of its 32,333 client accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in assets. Oppenheimer & Co. Inc offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees largely depend on the type of financial services offered. However, fee types billed by Oppenheimer & Co. Inc most likely include asset-based, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oppenheimer & Co. Inc Brokerage Details
$22,650,951,893
2,784
32,333
$700,552
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Dineen Hughes Work History
Dineen has been registered as a financial advisor for 7 years.*
Oppenheimer & Co. Inc
Usaa Financial Advisors, Inc
Usaa Financial Planning Services
*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 Dineen Hughes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
