Kristine McHugh, financial advisor Seattle WA

Kristine McHugh

CRD Number: 4767763
Current Firm: Brighton Jones LLC

Kristine McHugh (CRD# 4767763) is an Investment Advisor Representative working at Brighton Jones LLC in Seattle, WA and has over 17 years of experience in the finance industry. Kristine McHugh 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
Brighton Jones LLC Seattle, WA Aug 2018 - Current 5
Private Ocean Seattle, WA Jan 2018 - Jul 2018 < 1
Lakeview Financial Group, LLC Seattle, WA Jan 2006 - Jul 2018 12
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Mar 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2006
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Kristine K. McHugh
Phone Number: 206-258-5000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    9,458
    MILLIONS
  • Total Number of Accounts
    2,681
    ACCOUNTS
  • Average Account Value
    $3,527,930
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AZ, CA, CO, CT, DC, FL, GA, ID, IL, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI

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