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Brian Nugent

Touchstone Advisors INC
23 Years of Experience
Lakewood Ranch, FL
1 DisclosureBroker
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Brian Nugent is a registered investment advisor at Touchstone Advisors INC, based in Lakewood Ranch, FL, with 23 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 40 clients with $31B in assets under management.

Touchstone Advisors INC
Compensation
Fee-Only (% of Portfolio)
Firm Size
77 advisors
IM Fee
Planning only
Assets Under Management
$31.1B

Location

Lakewood Ranch, FL

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History

Regulatory History (1)
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Judgment / Lien
May 2010
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Other Business Activities

Brian engages in business-to-business marketing and solicitation activities for Separately Managed Accounts and Model Portfolio Delivery options. This takes a few hours per week and is compensated via an override as a percentage of the management fee.

Employment History
Current Registrations
Touchstone Advisors INC
June 2019 - Present · 7 yrs 4 mos
Touchstone Securities, LLC
November 2002 - Present · 23 yrs 11 mos
Touchstone Securities, LLCBroker
November 2002 - Present · 23 yrs 11 mos
State Registrations4 states
ALFLGAOH
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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