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Diane Lippert
Vice President At Hughes Warren, Inc at Hughes Warren,
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Work Experience
Vice President At Hughes Warren, Inc
Dec 2007 - Present · 17 years
retirement investment advisors
Vice President
May 2005 - Nov 2007 · 2 years and 6 months
Vice President Of Financial Development
May 1997 - Jun 2002 · 5 years and 1 months
Company Details
2-10 Employees
Hughes Warren, Inc. is an independent, fee-only advisory firm which means we receive no commissions on the investment vehicles we recommend to our clients. We assist clients with investment, estate, tax and retirement planning. The firm was founded in 2007 by Ted Hughes and Melinda Warren, both Certified Financial Planners. Collectively, they have more than 50 years of experience in estate and investment planning. Disclosure: Hughes Warren, Inc. is a registered investment advisor with the U.S. Securities and Exchange Commission. Hughes Warren provides investment advisory and related services in states where it is properly registered, or is excluded or exempted from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC.
Year Founded
2007
Social Media
Linkedin
Industry
Financial Services
HQ Location
16350 Muirfield Pl Edmond, Oklahoma 73013, US
Keywords
Investment ManagementEstate PlanningFinancial PlanningRetirement PlanningRisk ManagementGeneral Market Analysis
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