Invested Better
Unclaimed

Unclaimed

Unclaimed

John Lee Dugan

Pure Financial Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Lee Dugan

John Lee Dugan is a financial advisor with Pure Financial Advisors, LLC. John has been in the industry since 2004 and holds the Series 7, Series 24, and Series 66 licenses. John is also a Certified Financial Planner.

Firm Information

John Dugan is currently registered with Pure Financial Advisors, LLC. Pure Financial Advisors, LLC is a financial advisor based in San Diego, California. They provide a wide range of services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and charitable organizations. The firm has over 56 investment advisor representatives and manages approximately $6.3 billion in assets for over 17,000 clients.
Pure Financial Advisors, LLC

3131 CAMINO DEL RIO N

SAN DIEGO, CA 92108

$6.29B

Assets Under Management

Not reported

Total Clients

59

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Dugan’s Registration & Firm History

CA

12/09/2019 - Present

Pure Financial Advisors, LLC (SAN DIEGO CA)

CA

01/01/2004 - 02/20/2008

MML INVESTORS SERVICES, INC. (STOCKTON CA)

Not sure if John Lee Dugan is right for you?

Licenses & Designations

BOTH

Issued 01/08/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/24/2005

Series 24 - General Securities Principal Examination

BC

Issued 12/29/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Lee Dugan.
Not sure if John Lee Dugan is right for you?