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Terri Hughes

Investment adviser representative at Crux Wealth Advisors in Long Beach, CA

Investment adviser and broker registrationsUpdated

Terri Hughes is an investment adviser representative at Crux Wealth Advisors, an investment adviser managing $548M, and works from its Long Beach, CA office. Terri Hughes has been registered through Crux Wealth Advisors since 6 August 2024, has 20 years in the industry across 3 firms and has passed the Series 7 and Series 66.

20
Years in industry
2
Years at firm
3
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Terri Hughes has been an investment adviser representative at Crux Wealth Advisors since August 2024, and is not listed among the firm’s executive officers or direct owners.

Crux Wealth Advisors is a Long Beach, CA firm with $548M under management, 676 clients and 11 advisers across 5 offices, as of its August 2026 filing.

Terri Hughes’ longest registration was 10 years at Ameriprise Financial Services, Inc. (2006–2016). Before joining Crux Wealth Advisors in 2024, Terri Hughes was registered through Raymond James Financial Services Advisors, Inc and Ameriprise Financial Services, Inc.

  1. – present · 2 years
    Long Beach, CA · Adviser representative · Firm CRD 330731
  2. Raymond James Financial Services Advisors, Inc
    – · 8 years
    Long Beach, CA · Adviser representative · Firm CRD 149018
  3. Ameriprise Financial Services, Inc.
    – · 10 years
    Long Beach, CA · Adviser representative · Firm CRD 6363

Credentials and registrations

Investment adviser representative registrations

Terri Hughes is registered as an investment adviser representative in California, since August 2024.

  • CaliforniaSince 6 August 2024

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 6628 December 2005
Name
Uniform Combined State Law Examination
Series 74 October 2005
Name
General Securities Representative Examination

Key facts

Full name
Terri Anne Hughes
CRD
4947668
Firm
Crux Wealth Advisors · CRD 330731
Office
111 W. OCEAN BLVD, 4TH FLOOR, Long Beach, CA 90802
Registration
Investment adviser and broker registrations
In the industry since
November 2005
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Terri Hughes work?

Terri Hughes is an investment adviser representative registered through Crux Wealth Advisors since August 2024, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Terri Hughes a financial advisor?

Yes. Terri Hughes has a current investment-adviser registration in California, through Crux Wealth Advisors since August 2024.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Terri Hughes have?

Terri Hughes has 20 years in the financial industry, since November 2005, across 3 adviser firms.

Source: IAPD individual record, checked 24 October 2026

What exams has Terri Hughes passed?

Terri Hughes has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2005. FINRA credited Terri Hughes with the SIE, which began in October 2018.

Source: IAPD individual record, checked 24 October 2026

Where did Terri Hughes work before Crux Wealth Advisors?

Before Crux Wealth Advisors, Terri Hughes was registered through Raymond James Financial Services Advisors, Inc, February 2016 to August 2024; Ameriprise Financial Services, Inc., January 2006 to March 2016.

Source: IAPD individual record, checked 24 October 2026

Where is Terri Hughes based?

Terri Hughes’ registered office is in Long Beach, CA.

Source: IAPD individual record, checked 24 October 2026

Is Terri Hughes registered with FINRA?

Yes. Terri Hughes has a current broker registration, under CRD 4947668.

Source: FINRA BrokerCheck

How can I verify Terri Hughes’ record?

Search CRD 4947668 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Terri Hughes’ full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Crux Wealth Advisors

Sources

  1. IAPD individual record, CRD 4947668, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Crux Wealth Advisors, filed 6 August 2026. Executive officers and direct owners; this person is not among them.