Daniel PughCRD Number: 7061271
Current Firm: Ameriprise Financial Services, LLC
Daniel Pugh (CRD# 7061271) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Indianapolis, IN and has over 3 years of experience in the finance industry.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sanctuary Advisors, LLC
|Ameriprise Financial Services, Inc.||Indianapolis, IN||Jan 2019 - Current||3|
|Indiana Wesleyan University||Marion, IN||Aug 2017 - Dec 2018||1|
|Indiana Wesleyan University||Marion, IN||Aug 2015 - Dec 2018||3|
|Security Federal Savings Bank||Logansport, IN||Jul 2018 - Aug 2018||< 1|
|Kelly Service's||Kokomo, IN||Jun 2016 - Aug 2017||1|
|Indiana Wesleyan University||Marion, IN||Aug 2016 - Apr 2017||< 1|
|Ma And Pa's Diner||Greentown, IN||Jun 2015 - Aug 2015||< 1|
|Eastern Jr./sr. High School||Greentown, IN||Jan 2009 - Jun 2015||6|
|Steele Concrete||Kokomo, IN||Jun 2014 - Aug 2014||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
Total Assets Under Management458,068MILLIONS
Total Number of Accounts1,860,870ACCOUNTS
Average Account Value$246,158
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.