Robert Bugg, financial advisor Dallas TX
90 score

Robert Bugg

CRD Number: 5445476
Current Firm: Brookmont Capital Management

Robert Bugg (CRD# 5445476) is an Investment Advisor Representative working at Brookmont Capital Management in Dallas, TX and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Brookmont Capital Management Dallas, TX Jul 2007 - Current 9
Comerica Bank Dallas, TX May 1996 - Jun 2007 11

Robert Bugg has no recent exams reported.
Contact Info for Robert C. Bugg
Phone Number: 214-953-0190
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    400
    MILLIONS
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $2,756,061
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DC, FL, GA, IA, IL, KY, LA, MA, MD, ME, MI, NC, NY, OK, PA, SC, TN, TX, VA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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