Thomas Russell Bugbee
Investment adviser representative at Sequent Planning, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$589.5MFirm assets
Are you Thomas Russell Bugbee? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Sequent Planning, LLCMar 2020 to now
- Futurity First Insurance GroupAug 2012 to now
- Securities America AdvisorsMar 2018 to Mar 2020
- Securities America, Inc.Mar 2018 to Mar 2020
- Investment AdvisorsNov 2012 to Apr 2018
- Proequities, IncSep 2012 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Sequent Planning, LLC
$589.5MAssets managed
6,015Clients
99Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4994008
- Firm CRD
- 160381