Paul Fitzgerald (CRD# 6560231) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has over 8 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kick & Punt, LLC | Tamarac, FL | Apr 2016 - Current | 8 |
| Polen Capital Management, LLC | Boca Raton, FL | Sep 2015 - Current | 8 |
| Foreside Funds Distributors | Boca Raton, FL | Sep 2015 - Current | 8 |
| Juice Plus | Parkland, FL | Feb 2012 - Jan 2019 | 6 |
| Learfield Sports | Boca Raton, FL | Nov 2013 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- FL
-
Total Assets Under Management43,239MILLIONS
-
Total Number of Accounts3,397ACCOUNTS
-
Average Account Value$12,728,571
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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