David
Bugg
Kpp Advisory Services LLC
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About this Advisor
David Bugg is a financial advisor based in Louisville, Kentucky, working with Kpp Advisory Services LLC. David has previously held positions at Kpp Advisory Services LLC, Lpl Financial LLC, and Jjb Hilliard Wl Lyons LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kentucky. Currently, David is part of Kpp Advisory Services LLC, which operates out of Louisville, Kentucky. The firm has 13 offices and 33 employees. The firm manages assets totaling $880.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Kpp Advisory Services LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kpp Advisory Services LLC Brokerage Details
$880,562,438
33
3,132
$281,150
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
David Bugg Work History
Kpp Advisory Services LLC
Lpl Financial LLC
Jjb Hilliard Wl Lyons LLC
Disclosures
Please visit the SEC profile of David Bugg 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 Kpp Advisory Services LLC
Louisville, KY
Bowling Green, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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