Paula DeyCRD Number: 1410504
Current Firm: Signator Investors, Inc.
Paula Dey (CRD# 1410504) is an Investment Advisor Representative working at Signator Investors, Inc. in Mount Vernon, WA and has over 32 years of experience in the finance industry. Paula Dey 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.
Penn Cove Financial, LLC
Financial Plan, Inc.
|Signator Investors, Inc.||Mount Vernon, WA||Dec 2015 - Current||2|
|The Dey Company Inc.||Mount Vernon, WA||Jul 1985 - Current||32|
|The Dey Companyinc.||Mt Vernon, WA||Aug 1982 - Current||35|
|Symetra Investment Services, Inc.||Bellevue, WA||Jan 2012 - Dec 2015||3|
|Pacific West Securities, Inc.||Renton, WA||Aug 1997 - Jan 2012||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1985|
Total Assets Under Management5,538MILLIONS
Total Number of Accounts29,854ACCOUNTS
Average Account Value$185,489
- 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, WY
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