David Hughes
David Hughes is a registered investment advisor at LPL Financial LLC, based in Norris City, IL, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
381 County Rd 100 E Lot 40, Norris City, IL, 62869
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David operates under the DBAs Cornerstone Wealth Services and Cornerstone Wealth Portfolios for his LPL business. He also manages Grindstone Wealth Management LLC for tax/investment purposes, participates in The Pickett Group involving non-variable insurance, and manages real estate rentals through CKCC Holdings LLC, dedicating minimal time to each of these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
LPL Financial LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations15 states
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