Carrie Hughes (CRD# 6171315) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orem, UT and has over 11 years of experience in the finance industry.
CRD# 840425
Equitable Advisors, LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6792902
Coign Capital Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Crofter Market, LLC | Salem, UT | Jun 2023 - Current | < 1 |
Utah County Republican Party State Central Committee Member | Orem, UT | Apr 2023 - Current | 1 |
Libertas Leadership | Springville, UT | Feb 2020 - Current | 4 |
Wealthwave | Johns Creek, GA | Jul 2019 - Current | 4 |
Intervivios, Pllc | Orem, UT | Nov 2015 - Current | 8 |
Transamerica Financial Advisors, Inc. | Orem, UT | Mar 2013 - Current | 11 |
Apeus Financial Group | Springville, UT | Aug 2012 - Current | 11 |
World Financial Group | Orem, UT | Dec 2011 - Current | 12 |
Managed Wealth Financial | South Jordan, UT | Dec 2011 - Current | 12 |
Edens Vine, LLC | Springville, UT | Feb 2010 - Current | 14 |
Hughes Law | Springville, UT | Jan 2000 - Current | 24 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2013 |
S65 | NASAA Investment Advisors Law Examination | Jul 2013 |
- UT
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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