John McHugh, financial advisor Destin FL
83 score

John McHugh

CRD Number: 1830198
Current Firm: Duncan Mchugh Investments

John McHugh (CRD# 1830198) is an Investment Advisor Representative working at Duncan Mchugh Investments in Destin, FL and has over 28 years of experience in the finance industry.

Similar Advisors
David Barton, financial advisor Destin FL
David E. Barton
CRD# 1809099
Northwestern Mutual Investment Services,llc
Score
96
Similar Advisors
Michael Bedsole, financial advisor Destin FL
Michael G. Bedsole
CRD# 2630833
Suntrust Investment Services, Inc.
Score
96
Similar Advisors
Virginia Lind, financial advisor Destin FL
Virginia A. Lind
CRD# 1342387
Planmember Securities Corporation
Score
96
Company Name Location Dates Years
Wealthtrust Asset Management Destin, FL Jan 2015 - Current 1
Wells Fargo Advisors LLC Chesterfield, MO May 2009 - Jan 2015 5
Wachovia Securities LLC St Louis, MO Jul 2003 - May 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1988
S65 NASAA Investment Advisors Law Examination Sep 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for John G. McHugh
Phone Number: 850-460-8444
Registered State(s):
  • FL
  • MO
By the Numbers
  • Total Assets Under Management
    149
    MILLIONS
  • Total Number of Accounts
    452
    ACCOUNTS
  • Average Account Value
    $329,287
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, IL, LA, MO, TX, VA

Ready to hire a financial advisor? Get competitive proposals from John McHugh and other advisors.
BADGES
83

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.