Paul Bergeron (CRD# 5896842) is an Investment Advisor Representative working at The Retirement Group, LLC in Novato, CA and has over 12 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Novato, CA | Nov 2023 - Current | < 1 |
| The Retirement Group, LLC | San Diego, CA | Jan 2015 - Current | 9 |
| Paul Bergeron Real Estate | Sausalito, CA | Dec 2002 - Current | 21 |
| Fsc Securities Corp | Atlanta, GA | May 2011 - Nov 2023 | 12 |
| The Retirement Group, LLC | San Diego, CA | May 2011 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2011 |
- CA
-
Total Assets Under Management544MILLIONS
-
Total Number of Accounts1,773ACCOUNTS
-
Average Account Value$307,080
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, ID, IL, IN, LA, MI, MO, MS, NC, NE, NJ, NM, NV, NY, OK, OR, SD, TX, UT, VA, WA
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