Evan
Pugh
Commonwealth Financial Network
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About this Advisor
Evan Pugh is a financial advisor based in Yuba City, California, working with Commonwealth Financial Network. Evan has previously held positions at Core Financial Group, Costco, Csu Chico Financial Wellness Clinic School Of Business, Csu Chico And Sierra College, Rocklin Swim Team, Rocklin High School, Woodbury Financial Services Inc, and Commonwealth Financial. Evan has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Evan is part of Commonwealth Financial Network, which operates out of Yuba City, California. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Evan Pugh Work History
Core Financial Group
Commonwealth Financial
Commonwealth Financial
Core Financial Group
Woodbury Financial Services Inc
Costco
Csu Chico Financial Wellness Clinic School Of Business
Rocklin High School
Csu Chico And Sierra College
Rocklin Swim Team
Disclosures
Please visit the SEC profile of Evan Pugh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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