Hughes Warren, Inc.

Hughes Warren, Inc. (CRD# 145570) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $76,944,465 in 560 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    560
    ACCOUNTS
  • Average Account Value
    $137,401
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, OK, TX

Financial Advisors at Hughes Warren, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Theodore J. Hughes
CRD#: 4564055
9150 N. May Avenue, Suite B, Oklahoma City, OK 73120
96
Wealthminder
score

Theodore Hughes (CRD# 4564055) is an Investment Advisor Representative working at Hughes Warren, Inc. in Oklahoma City, OK and has over 17 years of experience in the finance industry. Theodore Hughes 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.

2
Diane G. Lippert
CRD#: 2334825
9150 N. May Avenue, Suite B, Oklahoma City, OK 73120
93
Wealthminder
score

Diane Lippert (CRD# 2334825) is an Investment Advisor Representative working at Hughes Warren, Inc. in Oklahoma City, OK and has over 23 years of experience in the finance industry.

3
Melinda M. Warren
CRD#: 4564050
9150 N. May Avenue, Suite B, Oklahoma City, OK 73120
90
Wealthminder
score

Melinda Warren (CRD# 4564050) is an Investment Advisor Representative working at Hughes Warren, Inc. in Oklahoma City, OK and has 1 year of experience in the finance industry. Melinda Warren 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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