UBS Financial Services
47yrs
Top advisor by experience in Plano
13yrs
Robert Pugh has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Plano, Texas. Robert has been with LPL Enterprise since 2024; before that, Robert spent three years at Pruco Securities and eight years at Edward Jones. LPL Enterprise offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?More experience than 69% of advisors in Plano
Office5700 Granite Parkway Suite 360, Plano, TX 75024
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?1 state
Services through LPL Enterprise
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Nov 2024 – nowLPL Enterprise, LLCCurrent firm
- 2021 – 2024Pruco Securities, Llc.Previously
- 2014 – 2021Edward JonesPreviously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call LPL Enterprise at 704-733-3300 and ask for Robert Pugh. Robert works from the Plano, TX office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2014, about 13 years. More experience than 69% of advisors in Plano.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
UBS Financial Services
46yrs
Top 1% by experience in Plano
Signal Securities
46yrs
Top advisor by experience at Signal Securities
Osaic Wealth
45yrs
Top 1% by experience in Plano
BFC Planning
45yrs
Top 1% by experience in Plano
Sfmg Wealth Advisors
45yrs
Top advisor by experience at Sfmg Wealth Advisors