Paul Shaughnessy (CRD# 2704736) is an Investment Advisor Representative working at Mrp Capital Investments, LLC in Alpharetta, GA and has over 25 years of experience in the finance industry. Paul Shaughnessy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Brookhaven Capital Group, LLC | Marietta, GA | Jan 2021 - Current | 3 |
Purshe Kaplan Sterling Investments | Albany, NY | Jun 2020 - Current | 3 |
Mrp Capital Investments, LLC | Marietta, GA | Apr 2018 - Current | 6 |
Unemployed | Marietta, GA | Jan 2018 - May 2018 | < 1 |
Suntrust Investment Services, Inc. | Atlanta, GA | May 2017 - Jan 2018 | < 1 |
Suntrust Advisory Services, Inc. | Atlanta, GA | May 2017 - Jan 2018 | < 1 |
Unemployed | Atlanta, GA | Dec 2016 - Apr 2017 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta, GA | Sep 1998 - Nov 2016 | 18 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 1999 |
S63 | Uniform Securities State Law Examination | Jul 2020 |
- GA
-
Total Assets Under Management173MILLIONS
-
Total Number of Accounts345ACCOUNTS
-
Average Account Value$501,098
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
FL, GA, SC, TX
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