Chad Pugh Email & Phone Number
Financial Services Representative @ Magnolia Wealth Strategies, a MassMutual firm
5 free lookup(s).
Chad Pugh Location
- Natchitoches, LA, US
Chad Pugh Work
- 2024 -now Financial Advisor @
- 2022 -now Financial Services Representative @
- 2013 -2023 Vice President, Financial Advisor @ Regions Investment Solutions
- 2012 -2013 FINANCIAL ADVISOR and INVESTMENT REPRESENTATIVE @
- 2001 -2009 SENIOR BROKER VICE PRESIDENT @ Capital One Investments
Chad Pugh Education
- Louisiana State University
BACHELOR OF SCIENCE (B.S (FINANCE)
Chad Pugh Skills
- Series 7
- Insurance
- Life Insurance
- Finance
- Retirement Income Strategies
- Series 66
- Series 63
- Retirement
- Portfolio Management
- Mutual Funds
- Wealth Management
- Retirement Planning
- Risk Management
- Strategic Financial Planning
- Investment Advisory
- Securities
- Uniform Combined State Law
- Financial Planning
- Short
- Time Management
- Changing Environments
- Responsibility
- Values
- Solid Communication
- Management
- Investment Properties
- Investments
- Market Value
- Strategic Planning
- FBT
- Louisiana
- Concepts
- Financial Services
- Film
- Relocation
- Health Insurance
- Real Estate
- Problem Solving
- Income
- Market Growth
- Asset Management
- Capital
- Corporations
- New Business Development
- Communication
- New Ideas
- Portfolio
- Financial Analysis
- Baton
- CRM
- Sound
- Strategies
- Tax
Chad Pugh Summary
- Chad Pugh, based in Natchitoches, LA, US, is currently a Financial Services Representative at Magnolia Wealth Strategies, a MassMutual firm. Chad Pugh brings experience from previous roles at Hancock Whitney, Regions Investment Solutions, Whitney Bank and Capital One Investments. Chad Pugh holds a BACHELOR OF SCIENCE (B.S in FINANCE @ Louisiana State University. With a robust skill set that includes Series 7, Insurance, Life Insurance, Finance, Retirement Income Strategies and more. Chad Pugh has 4 emails and 3 mobile phone numbers on RocketReach.
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Top Magnolia Wealth Strategies, a MassMutual firm Employees
David Rodriguez
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Los Angeles, CA, US
Paul Etheredge
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Birmingham, AL, US
Brandy Bellina
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Rick Zachry
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Bossier City, LA, US
Todd Glazer
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Garrett Jenkins
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Baton Rouge, LA, US
Gary Bland
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Cliff Lloyd
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Rich Schega
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David Fontenot
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Ashleigh Angelle
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