Berkeley Byron Meredith
Investment adviser representative at Hughes Financial Services, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$759.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Hughes Financial Services, LLCMay 2023 to now
- Hughes Financial Services, LLCAug 2017 to Apr 2023
- Virginia TechAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Hughes Financial Services, LLC
$759.8MAssets managed
840Clients
9Advisers
11 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
- 6968021
- Firm CRD
- 173195