Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Foard is an investment advisor representative with Pugh Wealth Management, LLC. Susan has been registered with the state of Tennessee since February 2020 and holds the Series 65 license. Susan has experience in the accounting field with a focus on financial planning and tax services. Susan provides financial planning services and portfolio management to businesses and individuals.
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.
1
2
TN
02/20/2020 - Present
Pugh Wealth Management, LLC (KNOXVILLE TN)
IA
Issued 02/10/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Susan Foard is the right advisor for you? Invested Better is here to help.
