Michael Dugan (CRD# 4822567) is an Investment Advisor Representative working at Private Client Services, LLC in Raritan, NJ and has over 17 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services LLC | Louisville, KY | May 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2007 |
- NJ
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Total Assets Under Management846MILLIONS
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Total Number of Accounts2,890ACCOUNTS
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Average Account Value$292,668
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
ND
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