Joseph McHugh, financial advisor Grayslake IL

Joseph McHugh

CRD Number: 7009783
Current Firm: Lpl Financial LLC

Joseph McHugh (CRD# 7009783) is an Investment Advisor Representative working at Lpl Financial LLC in Grayslake, IL and has over 3 years of experience in the finance industry.

Similar Advisors
Robert Abbott, financial advisor Grayslake IL
Robert C. Abbott
CRD# 170
Mutual Of Omaha Investor Services, Inc.
Similar Advisors
Bruce Abrams, financial advisor Grayslake IL
Bruce Abrams
CRD# 5252940
Cetera Investment Advisers LLC
Similar Advisors
Terri Abrams, financial advisor Grayslake IL
Terri M. Abrams
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
Company Name Location Dates Years
Lpl Financial South Elgin, IL Nov 2019 - Current 3
Mchugh & Riley Limited Grayslake, IL Jan 2017 - Current 6
Fsc Securities West Chicago, IL Sep 2018 - Nov 2019 1
Accenture, LLP Chicago, IL Jul 1997 - Dec 2016 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Joseph M. McHugh
Phone Number: 704-733-3300
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    404,176
    MILLIONS
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.