Richard L. Pugh,  CFP<sup>&reg;</sup> - Financial Advisor

Richard L. Pugh, CFP®

MBA

Financial Advisor

Pugh & Associates, Inc. Financial Planners

824 Gum Branch Rd, Ste I
Jacksonville, NC 28540

Pugh & Associates, Inc. Financial Planners

108 Captain's Lane
Sneads Ferry, NC 28460
FINANCIAL ADVISOR'S WEBSITE
(910) 934-5335
(910) 447-4416
CONNECT WITH Richard
  • linkedin link

General

Richard Pugh is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pugh & Associates, Inc. Financial Planners in Jacksonville, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 26, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance: NC
  • Health/disability insurance: NC
  • Fixed annuities: NC
  • Variable annuities: NC

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Career Change, Investment Management, Estate Planning, Government & Military, Getting Divorced, Employee Benefits, Mutual Funds, Identity Theft, Insurance, Life Planning, Succession Planning, Personal Taxes, Women's Finances

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