Steven
Pugh

Lincoln Financial Advisors Corporation

CRD#1788848
Investment Advisor
in San Ramon, CA

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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

Series 66

Years of Experience

15 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

Disclosures

No

Office Location

3000 Executive Parkway Suite 400
San Ramon, CA 94583

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Lincoln Financial Advisors Corporation Brokerage Details

Total Assets Under Management

$36,787,448,916

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

1,710

CA Average: 46
Total Number of Accounts

111,465

CA Average: 1,775
Average Account Size

$330,036

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 15 years of experience.

2007 - Present (15 years)

Lincoln Financial Advisors

Disclosures

Steven Pugh has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lincoln Financial Advisors Corporation

Robert Fry
Cockeysville, MD
Jim Doyle
Fort Wayne, IN
Elizabeth Updike
Vienna, VA
Jennifer Bouton
Philadelphia, PA
Kevin Weber
East Amherst, NY
Bryan Murray
Paramus, NJ
Landon Mance
Las Vegas, NV
Charles Pizzillo
Cockeysville, MD

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.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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