Terri Anne Hughes

Employer firm

Crux Wealth Advisors CRD 330731

$548M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 02/2016 → 08/2024
  Raymond James Financial Services, Inc.
  Torrance, CA
• 02/2016 → 08/2024
  Raymond James Financial Services Advisors Inc.
  Torrance, CA
• 01/2020 → Present
  N/A
  Long Beach, CA
• 08/2024 → Present
  Arete Wealth Management
  Chicago, IL
• 02/2016 → Present
  Crux Wealth Advisors
  Chicago, IL

Previous Registrations

• 2016-02-26 → 2024-08-02
  Raymond James Financial Services Advisors, Inc
  Long Beach, CA
  Long Beach, CA
  Torrance, CA
  Torrance, CA
  Long Beach, CA
  Long Beach, CA
• 2006-01-01 → 2016-03-01
  Ameriprise Financial Services, Llc
  Long Beach, CA

Other Businesses

(1)Name of Business: N/A Address: Long Beach, CA, 90804, United States Activity Type: Other Position/Title: Notary (Paid) Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I will only be compensated if the customer is NOT affiliated with CRUX Wealth Advisors. The maximum notary fee will be $15 per signature.

Exams

• S66 Uniform Combined State Law Examination
  2005-12-28

Other Names

• Terri Hughes
• Terri Anne Conner
• Terri Anne Conner