John
Dugan
Pure Financial Advisors, LLC
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About this Advisor
John Dugan is a certified financial planner working in San Diego, California with a total of 15 years of relevant experience. Dugan works at Pure Financial Advisors, LLC. They have spent their whole time as a financial advisor at Pure Financial Advisors, Llc. Dugan maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in California and Texas. Pure Financial Advisors, LLC is a financial advisory company operating out of San Diego, CA. It has offices in six locations and a total of 123 financial advisors. It controls $5 billion in assets under management between its 14,757 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises two charitable organizations. Of its 14,757 customer accounts, 44% belong to high-net-worth investors who have more than $1 million in assets available to invest. Pure Financial Advisors, LLC performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial advisory services usually depend on which services are offered. However, fee types billed by Pure Financial Advisors, LLC can consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pure Financial Advisors, LLC Brokerage Details
$4,600,614,925
123
14,757
$311,758
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
John Dugan Work History
John has been registered as a financial advisor for 15 years.*
Pure Financial Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Dugan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pure Financial Advisors, LLC
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
Northbrook, IL
San Diego, CA
Woodland Hills, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
