Charles Patrick Huguenard

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 10/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 08/2015 → 10/2021
  Bank Of America, N.A.
  Jacksonville, FL
• 10/2021 → Present
  First Horizon
  Ponte Vedra Beach, FL
• 08/2025 → Present
  Lpl Financial Llc
  Ponte Vedra Beach, FL

Previous Registrations

• 2021-10-19 → 2025-08-21
  First Horizon Advisors, Inc.
  Ponte Vedra Beach, FL
  Ponte Vedra Beach, FL
  Memphis, TN
• 2015-09-11 → 2021-10-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Other Businesses

1- 08/21/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors - Investment Related - At reported Business Location(s) - Start Date 07/25/2025 - 160 hours per month/ during trading 2- 01/02/2026 - HUGS Holdings LLC - Business Owner - MGR - Not Investment Related - Home Based - Start Date 01/01/2026 - 10 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2015-09-08

Other Names

• Chaz Huguenard
• Charles P Huguenard