Jacques Kugler
Professional Summary
Jacques Kugler, who also goes by Jacques A. Kugler, Jacques Alain Kugler, is a registered financial advisor currently at HOLLISTER ASSOCIATES, LLC located in Mount Pleasant, South Carolina. Jacques is registered as a RR (Registered Representative) and started their career in finance in 2010. Jacques has worked at 3 firms and has passed the Series 63, Series 66, Series 79TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jacques A. Kugler, Jacques Alain Kugler
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
HOLLISTER ASSOCIATES, LLC
Contact Information
Main Address
257 River Oak Drive, Mount Pleasant, SC 29464Mailing Address
257 River Oak Drive, Mount Pleasant, SC 29464Phone Number
(401) 465-3080Established
South Carolina since 09/09/2014Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(1/31/2018)
(1/31/2018)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jacques Kugler's CRS (Customer Relationship Summary).
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