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||6|
|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
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