Bernard NugentCRD Number: 6325525
Current Firm: Trust Advisory Group Ltd
Bernard Nugent (CRD# 6325525) is an Investment Advisor Representative working at Trust Advisory Group Ltd in South Yarmouth, MA and has over 3 years of experience in the finance industry.
Beacon Financial Planning Of Cape Cod
Four Ponds Financial Planning
Insight Financial Services, Inc.
|Nugent Photography||Yarmouth, MA||Feb 2012 - Current||5|
|State Representative Randy Hunt||Sandwich, MA||Feb 2011 - Jan 2012||< 1|
|State Representative Jeffrey D Perry||Sandwich, MA||May 2009 - Jan 2011||1|
|George Davis Builders Inc.||Yarmouth, MA||May 2007 - Apr 2009||1|
|University Of Montana||Missoula, MT||Sep 2004 - May 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management126MILLIONS
Total Number of Accounts564ACCOUNTS
Average Account Value$223,804
- 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)
CA, CT, FL, GA, IL, MA, MD, ME, MI, MT, NC, NH, NJ, NY, PA, RI, SC, VA, VT, WA
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