Colin
Dugan
Principle Wealth
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About this Advisor
Colin Dugan is a financial advisor based in Madison, Connecticut, working with Principle Wealth. Colin has previously held positions at Lpl Financial LLC, Northstar Wealth Partners LLC, and Principle Wealth Partners, LLC. Colin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Colin is part of Principle Wealth, which operates out of Madison, Connecticut. The firm has 3 offices and 25 employees. The firm manages assets totaling $2.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Principle Wealth includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Principle Wealth Brokerage Details
$2,222,598,130
25
3,356
$662,276
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Colin Dugan Work History
Principle Wealth Partners, LLC
Lpl Financial LLC
Northstar Wealth Partners LLC
Disclosures
Please visit the SEC profile of Colin Dugan 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 Principle Wealth
Madison, CT
Madison, CT
Madison, CT
Madison, CT
Madison, CT
Madison, CT
Madison, CT
Madison, CT
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