Mitchell Hughes (CRD# 6707466) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 7 years of experience in the finance industry.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Pointe Advisors, LLC | Newport Beach, CA | May 2019 - Current | 5 |
| Beacon Pointe Insurance Services, LLC | Newport Beach, CA | May 2019 - Current | 5 |
| Bank Of America, N.a. | Newport Beach, CA | May 2017 - Apr 2019 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach, CA | Mar 2017 - Apr 2019 | 2 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Feb 2017 - Mar 2017 | < 1 |
| J.w. Cole Financial, Inc. | Tampa, FL | Aug 2016 - Mar 2017 | < 1 |
| Unemployed | Laguna Niguel, CA | May 2016 - Aug 2016 | < 1 |
| Bethel University | Arden Hills, MN | Aug 2012 - May 2016 | 3 |
| Target Corporation | Laguna Niguel, CA | Jun 2015 - Aug 2015 | < 1 |
| Sovos Compliance/convey Compliance System | Minnetonka, MN | Feb 2015 - May 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
- CA
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Total Assets Under Management31,280MILLIONS
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Total Number of Accounts47,098ACCOUNTS
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Average Account Value$664,146
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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
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