Paul McGovern, financial advisor Huntington Beach CA
96 score

Paul McGovern

CRD Number: 4602678
Current Firm: Signator Investors, Inc.

Paul McGovern (CRD# 4602678) is an Investment Advisor Representative working at Signator Investors, Inc. in Huntington Beach, CA and has over 13 years of experience in the finance industry. Paul McGovern 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.

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Professional Designations
Company Name Location Dates Years
Signator Investors, Inc. Braintree, MA May 2016 - Current < 1
Rental Property Hilton Head, SC Jun 2013 - Current 3
Transamerica Financial Advisors, Inc. Braintree, MA Sep 2009 - Current 7
Downey & Company, LLP Braintree, MA Dec 1986 - Current 30
Transamerica Financial Advisors, Inc. Braintree, MA Oct 2002 - Sep 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2002
S65 NASAA Investment Advisors Law Examination Apr 2004
Contact Info for Paul J. McGovern
Phone Number: 800-543-6611
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,196
    MILLIONS
  • Total Number of Accounts
    25,384
    ACCOUNTS
  • Average Account Value
    $86,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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