Robert Patterson Hughes
Investment adviser representative at Sequent Planning, LLC
16 yearsExperience
1 stateRegistered in
$589.5MFirm assets
8 yearsFirm in business
Are you Robert Patterson Hughes? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Sequent Planning, LLCApr 2025 to now
- Longleaf Financial Strategies, LLCAug 2024 to now
- Ameritas Investment Company, LLCFeb 2021 to Jul 2022
- Ameritas Life InsuranceFeb 2021 to Jul 2022
- The Wingate Group, IncJun 2019 to May 2024
- Baptist Health Care, IncApr 2010 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Sequent Planning, LLC
$589.5MAssets managed
6,015Clients
99Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5661259
- Firm CRD
- 160381