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David Hughes

Advisor at LPL Financial

Updated today

Location

Norris City, IL 62869

Credentials

Series 63, Series 66

Industry experience

17 years

About

David Hughes is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked at Edward Jones for eight years before joining LPL Financial in 2020. Hughes is also involved with Grindstone Wealth Management LLC, a non-investment-related business entity. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory product offerings.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

381 County Rd 100 E Lot 40

Norris City, IL 62869

Most active in

Illinois · Texas

Work history

LPL Financial, LLC

2020 - Present (6 years)

Edward Jones

2012 - 2020 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 63, Series 65

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ESG / Sustainable investing
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Eldorado, IL

LPL Financial

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Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Timothy M

Series 66

Mcleansboro, IL

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Timothy Millenbine is a Series 66-registered financial advisor with Edward Jones in Mcleansboro, Illinois, where he has worked since 2012. He has 13 years of industry experience. Outside of his advisory role, Millenbine serves as vice president of the Benton-West City Chamber of Commerce and is also vice president of the Hamilton County Unit 10 Board of Education. He has involvement in several local businesses, including an ice cream shop and a car wash facility. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

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Carmi, IL

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General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Series 63, Series 65, Series 66

Carmi, IL

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Series 63, Series 65

Carmi, IL

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