Carrie Hughes, financial advisor Orem UT

Carrie Hughes

CRD Number: 6171315
Current Firm: Transamerica Financial Advisors, Inc.

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.

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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
Contact Info for Carrie L. Hughes
Phone Number: 727-299-1800
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    1,619
    MILLIONS
  • Total Number of Accounts
    45,001
    ACCOUNTS
  • Average Account Value
    $35,987
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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

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