Paul DeehanCRD Number: 2868726
Current Firm: Lpl Financial LLC
Paul Deehan (CRD# 2868726) is an Investment Advisor Representative working at Lpl Financial LLC in Summit, NJ and has over 25 years of experience in the finance industry. Paul Deehan 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.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Lpl Financial LLC||Boston, MA||Sep 2009 - Current||13|
|Guardian Life Insurance Company||Roseland, NJ||Jan 2003 - Current||20|
|Paul G. Deehan||Summit, NJ||Oct 1993 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S65||NASAA Investment Advisors Law Examination||Jun 1998|
Total Assets Under Management368,019MILLIONS
Total Number of Accounts1,688,501ACCOUNTS
Average Account Value$217,956
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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