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Brian Anthony Pugal

RESOURCE FINANCIAL GROUP, LTD.·WILMETTE, Illinois
Clean recordRESOURCE FINANCIAL GROUP, LTD.
1000 SKOKIE BLVD., WILMETTE, IL 60091CRD# 4626115Firm CRD# 119833

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Anthony Pugal · WILMETTE, IL
Registration
CRD #4626115 · RESOURCE FINANCIAL GROUP, LTD.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian Anthony Pugal is a registered financial advisor based in WILMETTE, Illinois, affiliated with RESOURCE FINANCIAL GROUP, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
RESOURCE FINANCIAL GROUP, LTD.
RESOURCE FINANCIAL GROUP, LTD.
AUM
$464M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at RESOURCE FINANCIAL GROUP, LTD. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4626115
Firm CRD# 119833
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Anthony Pugal offer?
Brian Anthony Pugal specializes in Financial Planning, Investment Management. Contact their office in WILMETTE, Illinois for a consultation.
What are Brian Anthony Pugal's credentials?
Brian Anthony Pugal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Anthony Pugal located?
Brian Anthony Pugal is based in WILMETTE, Illinois, working with RESOURCE FINANCIAL GROUP, LTD.. Their office serves clients in the WILMETTE metropolitan area and surrounding communities.
How does Brian Anthony Pugal charge for services?
Brian Anthony Pugal's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RESOURCE FINANCIAL GROUP, LTD.?
RESOURCE FINANCIAL GROUP, LTD. has approximately 8 employees and manages $464M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RESOURCE FINANCIAL GROUP, LTD.

Peter Michael Maris
WILMETTE, IL

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