Paul MannCRD Number: 4008004
Current Firm: Trajan Wealth, LLC
Paul Mann (CRD# 4008004) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 22 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Aegis Wealth Partners, LLC
|Trajan Wealth, LLC||Scottsdale, AZ||Jun 2019 - Current||3|
|Ae Wealth Management, LLC||Topeka, KS||Mar 2018 - Jun 2019||1|
|Precision Tax And Financial||Gilbert, AZ||Feb 2018 - Jun 2019||1|
|H3 Transportation||Gilbert, AZ||Feb 2018 - May 2019||1|
|Ice Enterprises||Scottsdale, AZ||Oct 2018 - Jan 2019||< 1|
|Tetrant Advisory, LLC||Gilbert, AZ||Aug 2017 - Mar 2018||< 1|
|Jk Realty||Gilbert, AZ||Jan 2017 - Feb 2018||1|
|Empire Wealth Advisors Inc.||Gilbert, AZ||May 2011 - Aug 2017||6|
|Empire Wealth Management||Gilbert, AZ||Sep 2010 - Aug 2017||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1999|
|S66||NASAA Uniform Combined State Law Examination||Oct 2006|
Total Assets Under Management1,054MILLIONS
Total Number of Accounts8,885ACCOUNTS
Average Account Value$118,677
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, ID, IL, LA, MI, MO, NE, NM, NV, NY, OK, OR, SD, TN, TX, UT, VA, WA, WY
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