Paul GiffordCRD Number: 1958782
Current Firm: 1st Source Corporation Investment Advisors, Inc.
Paul Gifford (CRD# 1958782) is an Investment Advisor Representative working at 1st Source Corporation Investment Advisors, Inc. in South Bend, IN and has over 27 years of experience in the finance industry.
Creative Financial Designs, Inc.
Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
|1st Source Corporation Investment Advisors, Inc.||South Bend, IN||Jan 2001 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1989|
Total Assets Under Management2,993MILLIONS
Total Number of Accounts2ACCOUNTS
Average Account Value$1,496,592,314
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients