William Hughes
Advisor at William D Hughes
Updated today
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.
Firm
William D Hughes
Location
Odessa, FL
Credentials
Series 65, Series 66
Industry experience
9 years
About
William Hughes is the sole advisor at William D Hughes, an independent firm based in Odessa, FL. He holds Series 65 and Series 66 licenses and has nine years of industry experience. In addition to his advisory work, Hughes operates a licensed accounting practice, William D Hughes CPA, where he provides accounting services. The firm offers portfolio management for individual and high-net-worth clients, focusing on equities and fixed-income securities. Its investment approach includes fundamental analysis and combines long-term and short-term strategies tailored to client objectives and risk tolerance.
Fee options
$0 - $500,000: 1.00% $500,001 - $1,500,000: 0.75% $1,500,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
Location
Odessa, FL
Most active in
William H has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
William D Hughes
2016 - Present (10 years)
Various Insurance Carriers for W&R Insurance Agencies
2016 - Present (10 years)
Waddell & Reed Inc
2015 - Present (11 years)
William D Hughes CPA
2008 - Present (18 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 63, Series 65
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Leo W
Series 63, Series 66
New Port Richey, FL
1st Financial LLC
George R
Series 65
Land O Lakes, FL
Alitus Financial Services
Carlos C
Series 63, Series 66
Oldsmar, FL
Cortez Wealth Advisors LLC
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