Grant PugatchCRD Number: 6663860
Current Firm: Raymond James & Associates, Inc.
Grant Pugatch (CRD# 6663860) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Los Angeles, CA and has 1 year of experience in the finance industry.
Awm Capital, LLC
Wealth Management Partners Of Los Angeles
Quantum Financial Advisors, LLC
|Raymond James & Associates||Los Angeles, CA||Mar 2018 - Current||4|
|The Trust Company Of The West (tcw)||Los Angeles, CA||Nov 2017 - Mar 2018||< 1|
|School/unemployed||Los Angeles, CA||Jan 2008 - Nov 2017||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management331,150MILLIONS
Total Number of Accounts869,177ACCOUNTS
Average Account Value$380,993
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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