Ronald Charles Dugan

Employer firm

Ameritrust Investment Advisors Inc CRD 108589

$52.4M regulatory AUM 30 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 12/2020
  Dugan Partners Llc
  Allen, TX
• 12/2020 → Present
  Ameritrust Investment Advisors, Inc.
  Tulsa, OK

Previous Registrations

• 2018-11-13 → 2021-01-21
  Hawkins Investment Counsel, Llc
  Allen, TX

Exams

• S66 Uniform Combined State Law Examination
  2005-04-01
• S65 Uniform Investment Adviser Law Examination
  1997-02-11

Designations

• Chartered Financial Analyst

Other Names

• Ron Dugan
• Ronald Charles Dugan