Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willard? Claim Your ProfileWillard Louis Pugh is a financial advisor with over 35 years of experience in the industry. Willard is currently registered with Kestra Advisory Services, LLC, and has a history of working with a variety of clients including individuals, high-net-worth individuals, corporations, and pension plans. Willard has experience providing a wide range of financial services, including financial planning, portfolio management, and selection of other advisors. Willard has a strong track record in the industry and is committed to providing personalized financial advice and guidance to help his clients achieve their financial goals.
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.
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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2
TX
10/01/2024 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
FL
05/27/2016 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
FL
10/01/2007 - 06/14/2016
DAWSON JAMES SECURITIES, INC. (BOCA RATON FL)
FL
06/29/2007 - 10/08/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (WEST PALM BEACH FL)
FL
12/08/1998 - 06/29/2007
MUTUAL SERVICE CORPORATION (WEST PALM BEACH FL)
MA
11/02/1988 - 01/07/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
11/02/1988 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
06/15/1988 - 08/24/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
06/15/1988 - 08/24/1988
IDS LIFE INSURANCE COMPANY
NA
02/17/1988 - 03/10/1988
INVESTOCK & CO., INC.
NA
11/25/1987 - 02/24/1988
FIRST FLORIDA SECURITIES GROUP, INC.
BC
Issued 01/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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