Paul McGovernCRD 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.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
|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||29|
|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|
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- 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, 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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