William Hughes, financial advisor Oklahoma City OK

William Hughes

CRD Number: 6153983
Current Firm: Phillips Capital Advisors, Inc.

William Hughes (CRD# 6153983) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 9 years of experience in the finance industry. William Hughes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
T S Phillips Investments Inc. Oklahoma City, OK Sep 2014 - Current 7
Phillips Capital Advisors, Inc. Oklahoma City, OK Sep 2014 - Current 7
Wells Fargo Advisors, LLC Oklahoma City, OK Jan 2013 - Sep 2014 1
Self-employed Norman, OK Oct 2011 - Dec 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for William J. Hughes
Phone Number: 405-943-9433
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    542
    MILLIONS
  • Total Number of Accounts
    347
    ACCOUNTS
  • Average Account Value
    $1,562,300
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO, LA, NM, OK, TX

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