Richard PughCRD Number: 2317745
Current Firm: Financial Security Advisory Inc.
Richard Pugh (CRD# 2317745) is an Investment Advisor Representative working at Financial Security Advisory Inc. in Jacksonville, NC and has over 26 years of experience in the finance industry. Richard Pugh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bluesky Wealth Advisors, LLC
|#ia Financial Security Advisory, Incorpo||Virginia Beach, VA||Jun 1997 - Current||22|
|Financial Security Management, Incorporated||Virginia Beach, VA||May 1997 - Current||22|
|Guardian Life Insurance Company||New York, NY||Jul 1993 - Current||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1993|
|S65||NASAA Investment Advisors Law Examination||Aug 1993|
Total Assets Under Management771MILLIONS
Total Number of Accounts3,789ACCOUNTS
Average Account Value$203,488
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, FL, MA, MD, NC, NJ, NY, PA, SC, TX, VA
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