Donovan Paul, financial advisor Greenwood Village CO
96 score

Donovan Paul

CRD Number: 1066240
Current Firm: Icon Advisers, Inc.

Donovan Paul (CRD# 1066240) is an Investment Advisor Representative working at Icon Advisers, Inc. in Greenwood Village, CO and has over 23 years of experience in the finance industry.

Similar Advisors
Matt Carver, financial advisor Greenwood Village CO
Matt Carver
CRD# 5508035
Primerica Advisors
Score
101
Similar Advisors
Mark Ballenger II, financial advisor Greenwood Village CO
Mark A. Ballenger II
CRD# 2810252
Ewealth Consulting, LLC
Score
104
Similar Advisors
Dave Anthony, CFP®, RMA®, financial advisor Greenwood Village CO
Dave Anthony, CFP®, RMA®
CRD# 3068955
Anthony Capital, LLC
Score
103
Professional Designations
Company Name Location Dates Years
Icon Distributors, Inc. Greenwood Village, CO Jun 2013 - Current 3
Self Employed Denver, CO Oct 2012 - Jun 2013 < 1
Western Alliance Bancorporation Phoenix, AZ May 2012 - Oct 2012 < 1
Unemployed Denver, CO Mar 2011 - May 2012 1
Essential Investment Partners, LLC Denver, CO Feb 2009 - Mar 2011 2
Essential Advisers, Inc. Denver, CO Jan 2009 - Feb 2009 < 1
Quixote Capital Management LLC Greenwood Village, CO Dec 2001 - Dec 2008 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 1993
S63 Uniform Securities State Law Examination Jan 2014
Contact Info for Donovan J. Paul
Phone Number: 303-790-1600
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    2,212
    MILLIONS
  • Total Number of Accounts
    30,964
    ACCOUNTS
  • Average Account Value
    $71,426
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.