Paul MacgregorCRD Number: 1128135
Current Firm: Voya Financial Advisors, Inc.
Paul Macgregor (CRD# 1128135) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Tampa, FL and has over 15 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Voya Financial Partners||Tampa Bay, FL||Sep 2014 - Current||3|
|Voya Financial||Tampa Bay, FL||Sep 2014 - Current||3|
|Voya Financial Advisors||Tampa, FL||Sep 2014 - Current||3|
|Security First Group||Los Angeles, CA||Mar 1983 - Current||34|
|Ing Financial Partners, Inc.||Tampa, FL||Dec 2010 - Sep 2014||3|
|Ing||Tampa Bay, FL||Oct 1995 - Sep 2014||18|
|Ing Financial Advisers, LLC||Tampa Bay, FL||Oct 1993 - Sep 2014||20|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2001|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Judgments / Liens
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- 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
- 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, VT, WA, WI, WV