Michael Bugg (CRD# 7381325) is an Investment Advisor Representative working at Florida Financial Advisors, LLC in Vienna, VA and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Trinity Wealth Securities, LLC | Vienna, VA | Apr 2024 - Current | < 1 |
Florida Financial Advisors | Vienna, VA | Dec 2023 - Current | < 1 |
Presidential Exteriors | Rockville, MD | Feb 2023 - Dec 2023 | < 1 |
Doordash | Upper Marlboro, MD | Dec 2020 - Feb 2023 | 2 |
T. Rowe Price | Owing Mills, MD | May 2021 - Nov 2022 | 1 |
University Of Maryland Baltimore County | Baltimore, MD | Aug 2017 - May 2021 | 3 |
Eleanor Roosevelt High School | Upper Marlboro, MD | Aug 2013 - Aug 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2024 |
S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- VA
-
Total Assets Under Management199MILLIONS
-
Total Number of Accounts1,371ACCOUNTS
-
Average Account Value$145,150
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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