Lpl Financial LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Thad Pugmire is a certified financial planner in San Diego, California. Currently an investment advisor with Lpl Financial LLC, they have accrued a notable 37 years of work experience as a financial advisor. Pugmire has a Series 63 license, qualifying them as a securities agent. Pugmire is registered to serve customers in California and Texas. Over the course of their career, they have held roles at Financial Planning Consultants and Lpl Financial. Lpl Financial LLC is headquartered in San Diego, California, and has 8,011 offices across the nation. Overall, Lpl Financial LLC manages $153 billion in assets throughout 680,466 accounts and retains more than 22,703 people. The firm's total assets under management places it among the biggest investment advisory firms in the United States. The firm manages 655,827 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Lpl Financial LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lpl Financial LLC Brokerage Details
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
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Thad Pugmire Work History
Thad has 37 years of experience.
Financial Planning Consultants
Thad Pugmire has no disclosures.
Please visit their SEC profile for more details.