Broker Check

9300 Shelbyville Road
Suite. 1310
Louisville, KY 40222

Login
 

Kentucky Planning Partners

502-394-0400

 
David Bugg

David Bugg

Investment Advisor Representative

David Bugg ADV 2(b) Brochure

For over 2 decades I have dedicated myself to helping my clients address their financial goals by providing insight, diversification, and comprehensive planning.  My clients' financial well-being has always come first and helping them pursue their goals has been my greatest reward.

 Education and Experience

 B.B.A. major Investment Finance Eastern Kentucky University 1993

 Quick and Reilly, Financial Advisor 1995-2003,  Sales manager-1999-2003

 Merrill Lynch, Financial Advisor 2003-2009

 Hilliard Lyons, Financial Advisor 2009-2015

Series 4,7,9,10, and 63 registrations held with LPL Financial

Series 65 held with KPP Advisory Services 

Registered for securities in the following states:

AK, CA, FL, IL, IN, KY, NY, OK, TN

 Life and Health licenses in KY and IL. 

Registered as IAR in the following states:

KY

 

Community Involvement  

Board Member of the American Red Cross 1999-2005

 Personal

I am married to Stephanie and have a step daughter, Emily.  I enjoy watching football and basketball and love playing golf and riding my motorcycle.