Paul McIntosh, financial advisor Indianapolis IN
90 score

Paul McIntosh

CRD Number: 6192559
Current Firm: Waddell & Reed

Paul McIntosh (CRD# 6192559) is an Investment Advisor Representative working at Waddell & Reed in Indianapolis, IN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Brownsburg High School Brownsburg, IN Aug 2016 - Current 1
Paul Mcintosh Corp Indianapolis, IN Dec 2015 - Current 2
Guerin Catholic High School Noblesville, IN Aug 2015 - Current 2
Rainmaker's Young Professionals Indianapolis, IN Sep 2014 - Current 3
Various Insurance Carriers For W&r Insurance Agencies Indianapolis, IN Sep 2013 - Current 4
Waddell & Reed Inc. Indianapolis, IN May 2013 - Current 5
Unemployed Carbondale, IL Jan 2013 - May 2013 < 1
Jerry David Interprises Evansville, IN Dec 2012 - Jan 2013 < 1
Unemployed Carbondale, IL Nov 2007 - Dec 2012 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Paul A. McIntosh
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CO
  • FL
  • IL
  • IN
  • MN
  • MO
  • NE
  • ND
By the Numbers
  • Total Assets Under Management
    19,057
    MILLIONS
  • Total Number of Accounts
    153,035
    ACCOUNTS
  • Average Account Value
    $124,526
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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