Aaron Pugh
CRD Number: 6124844Current Firm: Interactive Financial Advisors
Compensation Model: Both
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# 5507333
R.o.i.
Score
103
CRD# 5507719
R.o.i.
Score
103
CRD# 2649450
Uma Financial Services Inc.
Score
101
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Interactive Financial Advisors | Salt Lake City, UT | Jun 2014 - Current | 3 |
| Elenmark | Provo, UT | Apr 2014 - Jun 2014 | < 1 |
| Fidelity Investments | American Fork, UT | Sep 2012 - Apr 2014 | 1 |
| Monavie Inc. | South Jordan, UT | Nov 2010 - Sep 2012 | 1 |
| Utah Valley University | Orem, UT | Aug 2010 - May 2012 | 1 |
| Dialogue Marketing | Orem, UT | Aug 2010 - Nov 2010 | < 1 |
| All-connect | St. George, UT | May 2010 - Jul 2010 | < 1 |
| Dixie State College | St. George, UT | Aug 2006 - May 2010 | 3 |
| Church Of Jesus Christ Of Latter Day Saints | Santiago, | Aug 2007 - Jul 2009 | 1 |
| Classic Sports | Hurricane, UT | Aug 2006 - Aug 2007 | 1 |
| Hurricane Athletic Club | Hurricane, UT | Apr 2006 - Aug 2006 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- UT
-
Total Assets Under Management185MILLIONS
-
Total Number of Accounts3,130ACCOUNTS
-
Average Account Value$58,956
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MD, MN, MS, NC, NV, NY, PA, TN, TX, UT, VA, WA, WI, WV
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