William
Nugent
Monarch Plan Advisors
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About this Advisor
William Nugent is a financial advisor based in Sherman Oaks, California, working with Monarch Plan Advisors. William has previously held positions at The Mather Group, Miracle Mile Advisors, LLC, Ucla Extension, Fidelity Brokerage Services, Mercer Global Advisors Inc, Convey Wealth LLC, Origin Financial, and Monarch Plan Advisors. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, William is part of Monarch Plan Advisors, which operates out of Sherman Oaks, California. The firm has 4 offices and 12 employees. The services offered by the firm include pension consulting services. The fee structure at Monarch Plan Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Monarch Plan Advisors Brokerage Details
12
Investment Advisory Services
- Pension consulting services
William Nugent Work History
Ucla Extension
Monarch Plan Advisors
Convey Wealth LLC
Origin Financial
Miracle Mile Advisors, LLC
The Mather Group
Mercer Global Advisors Inc
Fidelity Brokerage Services
Disclosures
Please visit the SEC profile of William Nugent 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 Monarch Plan Advisors
Simi Valley, CA
Simi Valley, CA
Simi Valley, CA
Sherman Oaks, CA
Simi Valley, CA
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