David Bugg Email & Phone Number
Investment Advisor Representative
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David Bugg Location
- Louisville, KY, US
David Bugg Work
- 2015 - now Investment Advisor Representative @ Kentucky Planning Partners
- 2009 - 2015 Financial Consultant @
- 2003 - 2009 Financial Consultant @
- 1994 - 2003 Sales Manager and Financial Consultant @ Quick and Reilly
David Bugg Education
- Eastern Kentucky University
Bachelor of Business Administration (B.B.A.) (Investment Finance)
1988 - 1993 - Danville high school 1984 - 1988
David Bugg Skills
- Asset Allocation
- Series 63
- IRAs
- Insurance
- Life Insurance
- Series 65
- Investment Advisory
- Investments
- Finance
- Financial Advisory
- Financial Services
- Portfolio Management
- Retirement Planning
- Series 7
- Securities
- Sales
- ETFs
- Mutual Funds
- Microsoft Office
- Retirement
David Bugg Summary
- David Bugg, based in Louisville, KY, US, is currently a Investment Advisor Representative at Kentucky Planning Partners. David Bugg brings experience from previous roles at Hilliard Lyons, Merrill Lynch and Quick and Reilly. David Bugg holds a 1988 - 1993 Bachelor of Business Administration (B.B.A.) in Investment Finance @ Eastern Kentucky University. With a robust skill set that includes Asset Allocation, Series 63, IRAs, Insurance, Life Insurance and more. David Bugg has 2 mobile phone numbers on RocketReach.
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