Caldwell Hughes
Principal Financial Planner @The William Morris Group, P.A
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WORK HISTORY
Principal Financial Planner @The William Morris Group, P.A
Jackson, MS
I am licensed to sell insurance in AL(License#682219), AR(License#16••••50), CA(License#41•••89), IN, LA(License#832094), MS(License#10••••63), NC(License#16••••50), TN(License#21•••58), UT(License#949244), & VA(License#11•••26) and securities in AL, AR, GA, LA, MS, NC, SC, TN and TX. Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC.(LSA), a registered investment adviser with the SEC. The William Morris Group and LSA are not affiliated.
EDUCATION
Mississippi State University
Bachelor of Business Administration (BBA)
SKILLS
ABOUT CALDWELL HUGHES
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. I am licensed to sell insurance in AL(License#682219), AR(License#16••••50), CA(License#41•••89), IN, LA(License#832094), MS(License#10••••63), NC(License#16••••50), NM(License#16••••50), TN(License#21•••58), & VA(License#11•••26) and securities in AL, AR, CA, GA, IN, LA, MS, NC, SC, TN and TX. I cannot communicate with, nor respond to requests from, users who reside in jurisdictions where I am not licensed to conduct insurance and/or securities business.
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