Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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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)
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
Active
Inactive
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