Daniel
Hughes

Hughes Financial Services, LLC

CRD#2564983
Investment Advisor
in Herndon, VA

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About this Advisor

Daniel Hughes is a financial advisor based in Herndon, Virginia, working with Hughes Financial Services, LLC. Daniel has previously held positions at Wfg Advisors, Lp, Wfg Investments, Inc, and Hughes Financial Services, LLC. Daniel has passed the Series 63 regulatory exam and is registered to provide services in Texas and Virginia. Currently, Daniel is part of Hughes Financial Services, LLC, which operates out of Herndon, Virginia. The firm has 10 employees and manages assets totaling $510.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Hughes Financial Services, LLC includes asset-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

2201 Cooperative Way Suite 150
Herndon, VA 20171

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Hughes Financial Services, LLC Brokerage Details

Total Assets Under Management

$510,046,187

VA Average: $1,835,309,194
Total Number of Employees

10

VA Average: 32
Total Number of Accounts

2,739

VA Average: 1,458
Average Account Size

$186,216

VA Average: $1,258,785

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Daniel Hughes Work History

2009 - Present (16 years)

Hughes Financial Services, LLC

2009 - 2015 (6 years)

Wfg Advisors, Lp

2009 - 2015 (6 years)

Wfg Investments, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Daniel 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 Financial Services, LLC

Patrick Moore
Herndon, VA
Patrick Hughes
Herndon, VA
Berkeley Meredith
Herndon, VA
Paul Hughes
Herndon, VA
Daniel Hughes
Herndon, VA
Heather Wilson
Herndon, VA
Jo Ann Weinhardt
Herndon, VA

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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