David Hughes (CRD# 4475502) is an Investment Advisor Representative working at Eagle Strategies LLC in Denver, CO and has over 22 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| New York Life Insurance Company | Denver, CO | Nov 2023 - Current | < 1 |
| Nylife Securities LLC | Denver, CO | Nov 2023 - Current | < 1 |
| Eagle Strategies LLC | Denver, CO | Nov 2023 - Current | < 1 |
| Eagle Strategies LLC | Mobile, AL | Apr 2012 - Nov 2023 | 11 |
| New York Life Insurance Company | Mobile, AL | Oct 2005 - Nov 2023 | 18 |
| Nylife Securities LLC | Mobile, AL | Jan 2002 - Nov 2023 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2011 |
- CO
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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