Daniel Pugh
Daniel Pugh is a registered investment advisor at Raymond James & Associates, INC., based in Franklin, TN, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
517 Church Street, Franklin, TN, 37064
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business Activities
Daniel is involved in rental real estate. He spends minimal time on rental property at 209 Eiderdown Dr since 2021, and a few hours per week as a partner in Wellspring Properties LLC since 2016, managing rental real estate.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.
Invest Financial CorporationBroker
Amsouth Investment Services, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations30 states
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