Jack Dugan
San Diego, California, 92108
Member Since 2008
Pure Financial Advisors is a revolutionary concept created by respected academics and credentialed industry leaders designed to put the clients’ best interests in the hands of trustworthy, competent professionals. Our purpose is to provide our clients with a comprehensive financial plan that integrates all aspects of the financial planning process including, tax preparation, estate planning, risk management, retirement planning and trust preparation. Our unique platform allows us to integrate all these aspects that you can have access to 24/7 on your personalized, encrypted website.
My Location
Background Information
Years of Financial Experience
- 7
Methods of Compensation
- Financial Planning: Fixed fee, Hourly fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Schwab
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 4724206
- Securities Registrations: Series 66
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health, Property & Casualty
Company Names
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Money manager selection, Asset Management, Performance Reporting, Tax Efficient Strategies
Visit Website - http://www.purefinancial.com
