Paul McWilliams (CRD# 6258785) is an Investment Advisor Representative working at Inspire Advisors, LLC in Kailua, HI and has over 9 years of experience in the finance industry.
CRD# 4818301
Mission Financial Group, LLC
CRD# 3199222
Ameriprise Financial Services, LLC
CRD# 1916417
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Inspire Advisors, LLC | Kailua, HI | Dec 2020 - Current | 3 |
| Fsc Securities Corporation | Honolulu, HI | Nov 2018 - Dec 2020 | 2 |
| Fsc Advisor Group | Honolulu, HI | Nov 2018 - Dec 2020 | 2 |
| Planmember Securities Corporation | Carpinteria, CA | Apr 2016 - Nov 2018 | 2 |
| Chinen & Arinaga | Mililani, HI | Apr 2016 - Nov 2018 | 2 |
| Paul Mcwilliams (self Employed) | Mililani, HI | Apr 2016 - Nov 2018 | 2 |
| Advantage Realty | Honolulu, HI | Apr 2014 - Nov 2018 | 4 |
| Lpl Financial LLC | Honolulu, HI | Apr 2014 - Apr 2016 | 2 |
| Mckeague & Haley | Honolulu, HI | Mar 2014 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2014 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- HI
- TX
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Total Assets Under Management835MILLIONS
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Total Number of Accounts2,857ACCOUNTS
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Average Account Value$292,373
- A percentage of assets under your management
- 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)
- Other
AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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