Paul McConkeyCRD Number: 1191277
Current Firm: Cadaret Grant & Co Inc.
Paul McConkey (CRD# 1191277) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in New Castle, PA and has over 32 years of experience in the finance industry.
Wealthcare Capital Management LLC
Lpl Financial LLC
Centauri Advisory Group, Inc.
|Cadaret, Grant & Company, Inc.||New Castle, PA||Nov 2005 - Current||11|
|Mcconkey Financial||New Castle, PA||Jul 1990 - Current||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1984|
Total Assets Under Management3,475MILLIONS
Total Number of Accounts18,688ACCOUNTS
Average Account Value$185,929
- 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)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV