Paul FitzgeraldCRD Number: 1107616
Current Firm: Investment Advisors Corp
Paul Fitzgerald (CRD# 1107616) is an Investment Advisor Representative working at Investment Advisors Corp in Titonka, IA and has over 6 years of experience in the finance industry.
Sii Investments, Inc.
Honkamp Krueger Financial Services Inc.
Horter Investment Management, LLC
|Broker Dealer Financial Services Corp.||Titonka, IA||Oct 2010 - Current||7|
|Titonka Savings Bank||Forest City, IA||Jan 2008 - Current||9|
|Iowa State University Extension||Mason City, IA||Aug 2005 - Dec 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2011|
Total Assets Under Management554MILLIONS
Total Number of Accounts4,511ACCOUNTS
Average Account Value$122,763
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV