Paul McIntyre, financial advisor Naples FL
71 score

Paul McIntyre

CRD Number: 1002368
Current Firm: Naples Asset Management Company, LLC

Paul McIntyre (CRD# 1002368) is an Investment Advisor Representative working at Naples Asset Management Company, LLC in Naples, FL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Namco Benefits, LLC Naples, FL Apr 2015 - Current 1
Msc-bd, LLC Lake Oswego, OR Jul 2006 - Current 10
Naples Asset Management Company, LLC Naples, FL Jan 2005 - Current 11
Royal Shell Real Estate Fort Myers, FL Jan 2002 - Jun 2014 12
Securities Network Llc (snl) Norcross, GA Sep 2006 - Oct 2006 < 1
Woodstock Financial Group Woodstock, GA May 2005 - Sep 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1989
S65 NASAA Investment Advisors Law Examination Mar 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Paul J. McIntyre
Phone Number: (239) 593-5525
Firm Website:
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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