Nolan Pugh, financial advisor San Francisco CA

Nolan Pugh

CRD Number: 6756349
Current Firm: Schwab Private Client Investment Advisory, Inc.

Nolan Pugh (CRD# 6756349) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in San Francisco, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Schwab Private Client Advisory Indianapolis, IN Jan 2021 - Current < 1
Charles Schwab & Company, Inc. Indianapolis, IN Feb 2017 - Current 4
Krannert School Of Management/ Purdue University West, IN Aug 2012 - Dec 2016 4
Global Syndicates St. Croix, VI Jun 2015 - Aug 2015 < 1
Cole Hardwood Logansport, IN May 2013 - Jan 2014 < 1
Indiana Beach Monticello, IN May 2009 - Aug 2012 3
Logansport High School Logansport, IN Aug 2008 - May 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2017
S66 NASAA Uniform Combined State Law Examination Oct 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Nolan M. Pugh
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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