Troy Pugh, Mba, Aif® work email
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Troy Pugh, Mba, Aif® personal email
Waypoint Wealth Management's primary role is the providing access to investment management and advisory services to individual and business clients with specific emphasis on the principals and practices of our investment advisory process “DisciplinedIQ”. In our secondary role as an Office of Supervisory Jurisdiction we provide supervisory and compliance services to investment brokers and advisors. We also provide advisor training and access to our advisory processes.DisciplinedIQ is Waypoint’s most flexible and forward-thinking investment methodology built on a foundation of fiduciary standards of care and a sensible approach to risk management. Our ongoing due diligence process includes systematic review of investment selection criteria with strict tolerances in an effort to always utilize top level investment managers. Additionally, our process includes systematic review of equity market and economic strength in an effort to maintain investment when conditions appear to be favorable and reduce investment when conditions appear to be less favorable. Specifically, this flexible allocation process strives to maintain balance between client objectives and the fluctuating risk profile of equity markets, thus avoiding the risk management pitfalls of the “buy and hold” theory. More information can be found at www.disciplinediq.com.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor and a member of FINRA and SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Specialties: I maintain securities and advisory registrations FINRA Series 24, Series 7, and Series 66 with LPL Financial.For a list of states in which I am registered to conduct securities business, visit my website at www.waypointwealth.com.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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OwnerWaypoint Wealth ManagementEphrata, Wa, Us
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TrusteeThe Waypoint Foundation Jan 2007 - Present -
OwnerWaypoint Wealth Management May 2005 - Present
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Investment RepresentativeEdward Jones Apr 2002 - Apr 2005 -
Business AnalystUnicity International 2000 - 2002 -
Business AnalystEnrich International 1996 - 2000
Troy Pugh, Mba, Aif® Skills
Troy Pugh, Mba, Aif® Education Details
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Certificate In Financial Planning -
Associates
Frequently Asked Questions about Troy Pugh, Mba, Aif®
What company does Troy Pugh, Mba, Aif® work for?
Troy Pugh, Mba, Aif® works for Waypoint Wealth Management
What is Troy Pugh, Mba, Aif®'s role at the current company?
Troy Pugh, Mba, Aif®'s current role is Owner.
What is Troy Pugh, Mba, Aif®'s email address?
Troy Pugh, Mba, Aif®'s email address is ma****@****ugh.com
What schools did Troy Pugh, Mba, Aif® attend?
Troy Pugh, Mba, Aif® attended Boston University, Utah State University, Brigham Young University, Brigham Young University - Idaho.
What are some of Troy Pugh, Mba, Aif®'s interests?
Troy Pugh, Mba, Aif® has interest in Education.
What skills is Troy Pugh, Mba, Aif® known for?
Troy Pugh, Mba, Aif® has skills like Investment Advisory, Investment Management, Asset Allocation, Investments, Estate Planning, Financial Advisory, Strategic Financial Planning, Mutual Funds, Retirement Planning, Financial Analysis.
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