Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Lugo is a financial professional with over 20 years of experience in the industry. Timothy is a registered representative with William Blair and has been with the firm since November 2005. Previously, Timothy was employed with PACIFIC GROWTH EQUITIES, LLC. Timothy holds FINRA Series 7, 24, 63, 86, and 87 licenses as well as the SIE exam. Timothy specializes in providing financial planning, investment management, and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
Equity research services
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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2
CA
11/10/2005 - Present
William Blair (SAN FRANCISCO CA)
CA
02/10/2005 - 08/29/2005
PACIFIC GROWTH EQUITIES, LLC (SAN FRANCISCO CA)
BC
Issued 12/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/21/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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