John
Dugan

Pure Financial Advisors, LLC

CRD#4724206
Investment Advisor
in San Diego, CA

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About this Advisor

John Dugan is a financial advisor based in San Diego, California, working with Pure Financial Advisors, LLC. John has previously held a position at Pure Financial Advisors. John has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, John is part of Pure Financial Advisors, LLC, which operates out of San Diego, California. The firm has 7 offices and 139 employees. The firm manages assets totaling $6.3 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, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pure Financial Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3131 Camino Del Rio N Suite 1550
San Diego, CA 92108

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Pure Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$6,292,814,320

CA Average: $7,578,581,321
Total Number of Employees

139

CA Average: 43
Total Number of Accounts

17,762

CA Average: 3,727
Average Account Size

$354,285

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

John Dugan Work History

2014 - Present (10 years)

Pure Financial Advisors

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

Amy Moore
San Diego, CA
Allison Alley
San Diego, CA
Kyle Stacey
San Diego, CA
Alexander Valles
San Diego, CA
Joseph Sanchez
Brea, CA
Gary Huband
San Diego, CA
Nathaniel Ritchison
San Diego, CA
Dean Heimbach
Irvine, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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