Lincoln Financial Advisors Corporation

Investment Advisor
in San Ramon, CA

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About this Advisor

Steven Pugh is a financial advisor based out of San Ramon, California, who has been in the financial industry for 13 years. Pugh works at Lincoln Financial Advisors Corporation. They have spent their entire time as a financial advisor at Lincoln Financial Advisors Corporation. Pugh has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Lincoln Financial Advisors Corporation is a business that has its headquarters in San Ramon, California. The firm has offices in 406 locations and a total of 1,894 employees. It administers $27 billion in assets under management across its 76,852 client accounts, placing it among the largest firms in the country by assets under management. The firm serves 128 charitable organizations. Of its 76,852 customer accounts, just 1% are associated with high-net-worth investors who have at least $1 million in assets. Lincoln Financial Advisors Corporation has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. However, fee types billed by Lincoln Financial Advisors Corporation most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions



Office Location

3000 Executive Parkway Suites 400 and 500
San Ramon, CA 94583

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Lincoln Financial Advisors Corporation Brokerage Details

Total Assets Under Management


CA Average: $1,347,246,178
Total Number of Employees


CA Average: 46
Total Number of Accounts


CA Average: 1,775
Average Account Size


CA Average: $759,012

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Investment Advisory Services

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

Steven Pugh Work History

Steven has 13 years of experience.

2007 - Present (14 years)

Lincoln Financial Advisors


Steven Pugh has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lincoln Financial Advisors Corporation

Slater Ottenritter
Cockeysville, MD
Michael Lopata
Atlanta, GA
George Ciszewski
Chicago, IL
Aleksandr Roytman
Rockville, MD
Lisa Franklin
Fort Wayne, IN
Yu Krisko
Vienna, VA
Christopher Millward
Traverse City, MI
Annelise Chayka
Philadelphia, PA

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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