Paul McConvilleCRD Number: 1297350
Current Firm: Ipi Wealth Management, Inc.
Paul McConville (CRD# 1297350) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Sleepy Hollow, IL and has over 30 years of experience in the finance industry.
Forum Financial Management, LP
Nfp Advisor Services, LLC
|Investment Planners Inc.||Decatur, IL||Mar 2013 - Current||4|
|Ipi Wealth Management||Decatur, IL||Mar 2013 - Current||4|
|Quincy Capital Partners||Sleepy Hollow, IL||Jul 2012 - Current||4|
|Ams Advisors||Chicago, IL||Dec 2011 - May 2012||< 1|
|Best Direct / Alt Investment||Chicago, IL||Aug 2011 - May 2012||< 1|
|Capitol Securities Management, Inc.||Glen Allen, VA||Dec 2010 - Aug 2011||< 1|
|Infinity Capital Management Llc (151697)||East Lansing, MI||Mar 2010 - Aug 2011||1|
|Brewer Financial Services, LLC||Chicago, IL||Jul 2010 - Nov 2010||< 1|
|Claymore Securities, Inc.||Lisle, IL||Jan 2007 - Dec 2009||2|
|Sentinel Financial Services Company||Montpelier, VT||Dec 2005 - Jan 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1987|
|S65||NASAA Investment Advisors Law Examination||Oct 2001|
Total Assets Under Management995MILLIONS
Total Number of Accounts4,853ACCOUNTS
Average Account Value$204,941
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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