Aaron Pugh (CRD# 6124844) is an Investment Advisor Representative working at Interactive Financial Advisors in Salt Lake City, UT and has over 4 years of experience in the finance industry.
CRD# 733613
Arbor Point Advisors
CRD# 4361206
Edward Jones
CRD# 5226639
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Driven Investments LLC | Pocatello, ID | Aug 2020 - Current | 3 |
| Contract Mill | Hurricane, UT | Jun 2016 - Current | 7 |
| Brooklight Place Securities, Inc. | Downers Grove, IL | Jan 2017 - Sep 2020 | 3 |
| Sji Financial | Salt Lake City, UT | Apr 2016 - Aug 2020 | 4 |
| Interactive Financial Advisors | Salt Lake City, UT | Jun 2014 - Aug 2020 | 6 |
| Gwn Securities Inc. | Salt Lake City, UT | Mar 2016 - Dec 2016 | < 1 |
| Elenmark | Provo, UT | Apr 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- LA
- MA
- MI
- MN
- NE
- NV
- NH
- NM
- NY
- NC
- OH
- OK
- OR
- PA
- TX
- UT
- VA
- WA
- WI
- WY
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Total Assets Under Management109MILLIONS
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Total Number of Accounts1,111ACCOUNTS
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Average Account Value$98,364
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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