Paul Ewell (CRD# 2985150) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 26 years of experience in the finance industry.
CRD# 840425
Equitable Advisors, LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6890976
Acentus Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Portside Wealth Group | Provo, UT | May 2023 - Current | < 1 |
Financial Foundations | Draper, UT | Feb 2022 - Current | 2 |
Townsquare Capital LLC | Provo, UT | Mar 2019 - Jun 2023 | 4 |
Ars Investment Advisors, Inc. | South Jordan, UT | May 2018 - Mar 2019 | < 1 |
Allegis Investment Advisors | Idaho Falls, ID | Dec 2017 - May 2018 | < 1 |
Vantage Point Investments | Sandy, UT | Nov 2014 - Nov 2017 | 3 |
Lee Miles LLC | Ogden, UT | Aug 2016 - Nov 2016 | < 1 |
Sammons Securities | Ann Arbor, MI | Aug 1997 - Nov 2014 | 17 |
Parkland Securities | Ann Arbor, MI | Aug 2014 - Oct 2014 | < 1 |
Spc | Ann Arbor, MI | Jul 2003 - Oct 2014 | 11 |
Sammons Securities Company | Ann Arbor, MI | Apr 2002 - Aug 2014 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1997 |
S65 | NASAA Investment Advisors Law Examination | Sep 2000 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- UT
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Total Assets Under Management885MILLIONS
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Total Number of Accounts10,048ACCOUNTS
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Average Account Value$88,054
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