Kyle PughCRD Number: 4624873
Current Firm: Mitchell, Mcleod, Pugh & Williams, Inc.
Kyle Pugh (CRD# 4624873) is an Investment Advisor Representative working at Mitchell, Mcleod, Pugh & Williams, Inc. in Mobile, AL and has over 15 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Retirement Advisors, Inc.
Gantt Financial Advisors, LLC
|Mitchell, Mcleod, Pugh & Williams, Inc.||Mobile, AL||Jan 2006 - Current||12|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2002|
Total Assets Under Management750MILLIONS
Total Number of Accounts1,038ACCOUNTS
Average Account Value$722,431
- 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
- Publication of periodicals or newsletters
AL, FL, GA, LA, MS, NC