David Hughes (CRD# 1665823) is an Investment Advisor Representative working at The Ameriflex Group in Thousand Oaks, CA and has over 29 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Thousand Oaks, CA | Sep 2023 - Current | < 1 |
| The Ameriflex Group | Las Vegas, NV | Jan 2023 - Current | 1 |
| Sagepoint Financial, Inc. | Thousand Oaks, CA | Jan 2023 - Sep 2023 | < 1 |
| Nbc Securities Inc. | Agoura Hills, CA | Jul 2016 - Jan 2023 | 6 |
| Kestra Private Wealth Services, LLC | Woodland Hills, CA | Jun 2015 - Jul 2016 | 1 |
| Kestra Investment Services, LLC | Austin, TX | Jun 2015 - Jul 2016 | 1 |
| Wells Fargo Advisors LLC | Woodland Hills, CA | Apr 2009 - Jun 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1994 |
| S65 | NASAA Investment Advisors Law Examination | May 2009 |
- TX
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Total Assets Under Management6,522MILLIONS
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Total Number of Accounts16,327ACCOUNTS
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Average Account Value$399,485
- 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)
- Educational seminars/workshops
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