Paul Deagle (CRD# 6755218) is an Investment Advisor Representative working at Avantax Advisory Services in Mount Morris, NY and has over 17 years of experience in the finance industry. Paul Deagle 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# 3064278
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2653237
Securities America Advisors, Inc.
CRD# 7010758
Prudential Financial Planning Services
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vespoke, Inc. | Mount Morris, NY | Jun 2019 - Current | 4 |
| Avantax Insurance Agency, LLC | Mount Morris, NY | Dec 2017 - Current | 6 |
| Avantax Investment Services, Inc. | Mount Morris, NY | Apr 2017 - Current | 7 |
| Avantax Advisory Services | Mount Morris, NY | Feb 2017 - Current | 7 |
| Paul C. Deagle, Cpa/pfs | Mount Morris, NY | Feb 2017 - Current | 7 |
| Ladelfa, Schoder & Walker Pc | Mt Morris, NY | Nov 2008 - Current | 15 |
| Ladelfa Schoder And Walker P.c. | Mt. Morris, NY | Nov 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2006 |
| S63 | Uniform Securities State Law Examination | Jun 2017 |
- NY
- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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