Aaron Pugh, financial advisor Salt Lake City UT
95 score

Aaron Pugh

CRD Number: 6124844
Current 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.

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Company Name Location Dates Years
Interactive Financial Advisors Salt Lake City, UT Jun 2014 - Current 2
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
Contact Info for Aaron D. Pugh
Phone Number:
Firm Website: http://www.swcares.com
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    185
    MILLIONS
  • Total Number of Accounts
    3,130
    ACCOUNTS
  • Average Account Value
    $58,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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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BADGES
95
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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