Steven
Pugh
Lincoln Financial Advisors Corporation
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About this Advisor
Steven Pugh is a financial advisor based in San Ramon, California, with a total of 15 years of financial industry experience. Pugh is an employee of Lincoln Financial Advisors Corporation. They have spent their whole time as a financial advisor at Lincoln Financial Advisors Corporation. Pugh has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in California. Lincoln Financial Advisors Corporation is an advisory firm that has its headquarters in San Ramon, California. The company has offices in 409 locations and a total of 1,710 employees. It manages $37 billion in assets under management between its 111,465 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 250 charities and foundations. Of its 111,465 customer accounts, just 1% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business offers 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 fees largely vary depending on which services the firm provides the client. Fees billed by Lincoln Financial Advisors Corporation most likely consist of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Lincoln Financial Advisors Corporation Brokerage Details
$36,787,448,916
1,710
111,465
$330,036
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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 15 years of experience.
Lincoln Financial Advisors
Disclosures
Steven Pugh has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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