Evan Pugh (CRD# 7321183) is an Investment Advisor Representative working at Commonwealth Financial Network in Yuba City, CA and has over 2 years of experience in the finance industry.
CRD# 5569353
Raymond James Financial Services Advisors, Inc.
CRD# 2805941
Independent Financial Group, LLC
CRD# 3218715
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Core Financial Group | Yuba City, CA | Apr 2024 - Current | < 1 |
| Commonwealth Financial | San Diego, CA | Apr 2024 - Current | < 1 |
| Commonwealth Financial | San Diego, CA | Jan 2023 - Apr 2024 | 1 |
| Core Financial Group | Yuba City, CA | Dec 2020 - Apr 2024 | 3 |
| Woodbury Financial Services Inc. | Yuba City, CA | Jan 2022 - Jan 2023 | 1 |
| Costco | Roseville, CA | Oct 2020 - Dec 2020 | < 1 |
| Csu Chico Financial Wellness Clinic School Of Business | Chico, CA | May 2020 - Sep 2020 | < 1 |
| Csu Chico And Sierra College | Chico, CA | Aug 2015 - Aug 2020 | 5 |
| Rocklin Swim Team | Rocklin, CA | Mar 2014 - Aug 2019 | 5 |
| Rocklin High School | Rocklin, CA | Jul 2017 - May 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- CA
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.