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 28 years of experience in the finance industry.
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Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
|1st Source Corporation Investment Advisors, Inc.||South Bend, IN||Jan 2001 - Current||17|
|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