Paul Ogilvie, financial advisor Saint George UT
93 score

Paul Ogilvie

CRD Number: 3023539
Current Firm: Transamerica Financial Advisors, Inc.

Paul Ogilvie (CRD# 3023539) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Saint George, UT and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Dme Consulting Inc. Vacaville, CA Jul 2014 - Current 2
Transamerica Financial Advisors, Inc. St. George, UT Jan 2012 - Current 4
Ihc/ Inter Moutain Health Care St.george, UT Nov 2004 - Current 12
Wfg St. George, UT Jun 2001 - Current 15
Washington County School District St. George, UT Mar 1997 - Current 19
Rehab Without Walls A Gentiva Company Salt Lake City, UT Apr 2010 - Dec 2015 5
Producer Insight Panel Chicago, IL Oct 2009 - Nov 2013 4
Investment Advisors International, Inc. St. George, UT Oct 2008 - Jan 2012 3
World Group Securities, Inc. St. George, UT Apr 2002 - Jan 2012 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Oct 2008
Contact Info for Paul M. Ogilvie
Phone Number: 727-299-1800
Registered State(s):
  • ID
  • UT
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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