Paul McColgan (CRD# 2868491) is an Investment Advisor Representative working at Ivc Wealth Advisors LLC in Silverdale, PA and has over 26 years of experience in the finance industry. Paul McColgan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Silverdale, PA | Jan 2020 - Current | 4 |
| Ivc Wealth Advisors LLC | Silverdale, PA | Oct 2015 - Current | 8 |
| Kestra Advisory Services LLC | Austin, TX | Apr 2016 - Jan 2020 | 3 |
| Kestra Investment Services LLC | Austin, TX | Oct 2015 - Jan 2020 | 4 |
| Nfp Advisors Services | Austin, TX | Oct 2015 - Sep 2016 | < 1 |
| Royal Alliance | Ft. Washington, PA | Aug 2014 - Oct 2015 | 1 |
| Retirement Advisory Services, Corp | Ft. Washington, PA | Aug 2014 - Oct 2015 | 1 |
| Financial Telesis Inc. | San Rafael, CA | Jun 2011 - Aug 2014 | 3 |
| Financial Telesis Inc. | San Rafael, CA | Jan 2011 - Aug 2014 | 3 |
| National Penn Capial Advisors | Doylestown, PA | Apr 2007 - Aug 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1997 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
- PA
-
Total Assets Under Management358MILLIONS
-
Total Number of Accounts1,173ACCOUNTS
-
Average Account Value$305,159
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, NJ, PA, TX
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