Robert Pugh (CRD# 2915210) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Portland, OR and has over 26 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Osaic Wealth, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthwave | Portland, OR | Jul 2023 - Current | 1 |
| Wallmasters International A Chapter-club Of Toastmasters Interna | Tigard, OR | Jul 2022 - Current | 2 |
| Coachmasters Toastmasters | Lake Oswego, OR | Jun 2020 - Current | 4 |
| Transamerica Financial Advisors, Inc. | Portland, OR | Jan 2012 - Current | 12 |
| Pugh & Associates LLC | Portland, OR | Nov 2011 - Current | 12 |
| Mds, LLC | Portland, OR | May 2011 - Current | 13 |
| World Financial Group | Portland, OR | Jun 2001 - Current | 23 |
| Wallmasters Toastmasters | Tigard, OR | Dec 1995 - Current | 28 |
| Orchard Lane Homeowners Association | Portland, OR | Apr 1992 - Current | 32 |
| Toastmasters International | Portland, OR | Jan 2021 - Jun 2023 | 2 |
| District 7 Toastmaster | Tigard, OR | Jul 2018 - Jun 2019 | < 1 |
| Boy Scout Troop 124 Sunset Trail Dostric, Cascade Pacific Counci | Beaverton, OR | Oct 2015 - Jul 2017 | 1 |
| St. Matthew Lutheran Church Congreational Board | Beaverton, OR | Jul 2012 - Jul 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1997 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2007 |
- NJ
- OR
- TX
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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