ChFC
ChFC
David Lee Nugent
16 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
5650 advisors
Number of Clients
35 clients
Average Client Portfolio
$322.7M average
Assets Under Management
$11.3B
Fee Structure
Minimum Investment:$15K
Financial Planning:Investment management only
Minimum Annual Fee:$180
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Contact
David Lee Nugent
Location
2401 W Turner Rd, Suite 228, Lodi, CA, 95242
Get directionsHistory
Regulatory History
Clean regulatory record
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 ActivitiesSells Insurance
David owns David Nugent's Insurance Agency, selling State Farm insurance products and supervising employees, which takes about half of his time. He is also the past president of the Lodi Sunrise Rotary Club, dedicating a few hours per week to meetings, newsletters, membership, and community work.
Employment History
Current Registrations
State Farm Investment Management CORP.
May 2023 - Present · 2 yrs 9 mos
State Farm Vp Management CORP.Broker
January 2009 - Present · 17 yrs 1 mo
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Contact
David Lee Nugent