Paulo Mourao (CRD# 6278196) is an Investment Advisor Representative working at Financial Clarity LLC in Mclean, VA and has 1 year of experience in the finance industry. Paulo Mourao 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.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Clarity LLC | Mclean, VA | Apr 2014 - Current | 10 |
| Finclarity Corp. | Mclean, VA | Apr 2005 - Dec 2014 | 9 |
- VA
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$146,925
- 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
VA
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