Advisor at Hughes Financial Services, LLC
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Firm
Hughes Financial Services, LLC
Location
Herndon, VA 20171
Credentials
Series 65
Industry experience
7 years
Patrick Moore is a financial advisor with Hughes Financial Services, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Hughes Financial Services since 2016 and also held positions at George Mason University from 2015 to 2018. Hughes Financial Services manages approximately $616 million for individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management along with integrated financial planning through its HFS Institutional wrap-fee program. The firm customizes portfolios using model portfolios and a combination of fundamental, cyclical, and Modern Portfolio Theory analyses, employing various tactical techniques and occasionally allocating assets to unaffiliated independent managers.
Based on Hughes Financial Services, LLC
$0 - $250,000: 1.15% $250,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
Account minimum: $500,000
2201 Cooperative Way, Suite 150
Herndon, VA 20171
Virginia
Hughes Financial Services, LLC
2018 - Present (8 years)
Hughes Financial Services, LLC
2016 - 2018 (2 years)
George Mason University
2016 - 2018 (2 years)
Hughes Financial Services, LLC
2016 - 2016 (1 year)
George Mason University
2015 - 2016 (1 year)
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Insurance agent
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Broker-dealer / trader
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Trust company
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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