Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Margaret Pugh is a financial advisor with over 13 years of experience in the financial services industry. Kristin is currently registered with Creative Planning, Inc. and has been with the firm since 2020. Kristin holds the Series 7 and Series 66 licenses. Kristin is also a Certified Financial Planner. Kristin's specialties include financial planning, portfolio management, and pension consulting. Kristin specializes in providing financial advice to individuals, families, businesses, and retirement plans. Kristin also works with non-profit organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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GA
08/29/2023 - Present
Creative Planning (Atlanta GA)
GA
03/19/2009 - 04/03/2012
OPPENHEIMER & CO. INC. (ATLANTA GA)
GA
02/04/2008 - 03/18/2009
STANFORD GROUP COMPANY (ATLANTA GA)
GA
07/07/2006 - 02/01/2008
GPC SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 07/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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