John Pougiales
John Pougiales is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Steamboat Springs, CO, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
57 Tenth Street, Unit J, Steamboat Springs, CO, 80487
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John owns rental real estate property since 2014, dedicating minimal time to collecting rent. He is also the owner of Price Investments Inc., a support company, since 2006, also dedicating minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Raymond James Financial Services
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.