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Bernard Edward Nugent

Trust Advisory Group Ltd.

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About Bernard Edward Nugent

Bernard Edward Nugent is an investment advisor representative at Trust Advisory Group Ltd. based in South Yarmouth, Massachusetts. Bernard holds the Series 66, Series 7, and SIE licenses. Bernard has been in the industry since 2014. Bernard is also registered in Florida and Massachusetts. Bernard has a previous background in photography and worked as a Financial Advisor with AGES Financial Services. Trust Advisory Group Ltd. offers a variety of services, including financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. The firm has clients in Massachusetts, Florida, and other states.

Firm Information

Bernard Nugent is currently registered with Trust Advisory Group Ltd.. Trust Advisory Group Ltd. is an investment advisor located in BIRMINGHAM, AL. The firm has 43 investment advisor representatives and manages $560,370,155 in regulatory assets under management. Trust Advisory Group Ltd. primarily provides financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. The firm serves individuals, high-net-worth individuals, pension and profit-sharing plans, and state or municipal government entities.
Trust Advisory Group Ltd.

2 PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$560.37M

Assets Under Management

11

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bernard Nugent’s Registration & Firm History

MA

06/16/2014 - Present

Trust Advisory Group Ltd. (SOUTH YARMOUTH MA)

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Licenses & Designations

BOTH

Issued 06/02/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bernard Edward Nugent.
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