Dell Hughes
Advisor at CL Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at CL Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Broken Arrow, OK
Credentials
Series 63, Series 65, Series 66
Industry experience
37 years
Dell Hughes is a financial advisor with CL Wealth Management LLC in Broken Arrow, OK, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Wilbanks Securities and Wilbanks Securities Advisory. Outside of his advisory work, Hughes is involved in organizing performance driving events and serves as a corner worker and marshal for motor racing and training events. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, and client education, employing a mix of fundamental and technical analysis alongside custom model portfolios and periodic rebalancing.
Based on CL Wealth Management LLC
Based on CL Wealth Management LLC
Flat fees for financial planning services may not exceed $5,000
$25,000 - $100,000: 2.25% $100,000 - $250,000: 2.00% $250,000 - $500,000: 1.75% $500,000 - $1,000,000: 1.50% $1,000,000 - $2,000,000: 1.25% $2,000,000 - Negotiable: Negotiable
Commission-based compensation through affiliated broker-dealer Cabot Lodge Securities LLC for certain representatives
Standard planning and consulting fee is $350 per hour
Account minimum: $25,000
Broken Arrow, OK
California · Oklahoma
CL Wealth Management LLC
2017 - Present (9 years)
Cabot Lodge Securities LLC
2017 - Present (9 years)
Wilbanks Securities Advisory
2016 - 2017 (1 year)
Wilbanks Securities
2002 - 2017 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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