Paul GervaisCRD Number: 4458796
Current Firm: Lpl Financial LLC
Paul Gervais (CRD# 4458796) is an Investment Advisor Representative working at Lpl Financial LLC in Durango, CO and has over 15 years of experience in the finance industry.
Black Label Wealth Management, LLC
Evergreen Wealth Advisors
Swan Global Investments, LLC
|Western Wealth Management LLC||Golden, CO||Jun 2016 - Current||< 1|
|Western Wealth Management, LLC||Golden, CO||Jun 2014 - Current||2|
|Lpl Financial, LLC||Durango, CO||Oct 2013 - Current||3|
|Gervais & Associates, P.c.||Durango, CO||Jan 2011 - Current||5|
|Cssc Brokerage Services, Inc.||Durango, CO||Mar 2007 - Oct 2013||6|
|Cssc Investment Advisory Services, Inc.||Durango, CO||Feb 2003 - Oct 2013||10|
|Gervais, Mccannon & Associates P.c.||Durango, CO||Jan 1991 - Jan 2011||20|
|Mutual Service Corporation||Durango, CO||Feb 2003 - Mar 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2001|
|S65||NASAA Investment Advisors Law Examination||Apr 2002|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.