Broker Check
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, AZ, CA, FL, IL, IN, KY, NY, OH, OK, TN, UT

Life and Health licenses in KY and IL.

Registered as IAR in the following states: CA, FL, IL, IN, KY, OH, OK


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.