Hugh Maginnis (CRD# 2971733) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Andover, MA and has over 26 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Capital Wealth Advisors, LLC | Andover, MA | Aug 2022 - Current | 1 |
| Triad Advisors, LLC | Norcross, GA | May 2018 - Oct 2022 | 4 |
| Pinnacle Private Wealth, LLC | Woburn, MA | May 2018 - Aug 2022 | 4 |
| Rpg Family Wealth Advisory, LLC | Burlington, MA | Sep 2011 - May 2018 | 6 |
| Purshe Kaplan Sterling Investments | Albany, NY | Sep 2011 - May 2018 | 6 |
| Risk Paradigm Group Holdings, LLC | Burlington, MA | Sep 2011 - May 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1998 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2007 |
- MA
- TX
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Total Assets Under Management6,817MILLIONS
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Total Number of Accounts10,149ACCOUNTS
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Average Account Value$671,709
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV
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