Paul Cooney (CRD# 4748586) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in West Warwick, RI and has over 20 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Patriot Financial Group Insurance Agency, LLC | West Warwick, RI | Dec 2023 - Current | < 1 |
| Mutual Of America Securities LLC | Providence, RI | Sep 2019 - Current | 4 |
| Mutual Of America Life Insurance Company | Providence, RI | Sep 2019 - Current | 4 |
| Ivy Wealth Management | West Warwick, RI | Sep 2023 - Dec 2023 | < 1 |
| Mutual Of America | Providence, RI | Jun 2015 - May 2023 | 7 |
| Mutual Of America Life Insurance Company | Westborough, MA | Aug 2015 - Sep 2019 | 4 |
| Mutual Of America Securities LLC | Westborough, MA | Aug 2015 - Sep 2019 | 4 |
| Mutual Of America Life Insurance Company | Westborough, MA | Jun 2015 - Aug 2015 | < 1 |
| Mutual Of America Securities LLC | Westborough, MA | Jun 2015 - Aug 2015 | < 1 |
| Unemployed | Worcester, MA | Jul 2014 - Jun 2015 | < 1 |
| Centurion Capital Group, Inc. | Concord, CA | Sep 2013 - Jul 2014 | < 1 |
| Capital Brokerage Corporation | Richmond, VA | Aug 2012 - Jul 2014 | 1 |
| Assetmark | Chicago, IL | Jun 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- RI
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Total Assets Under Management2,119MILLIONS
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Total Number of Accounts6,607ACCOUNTS
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Average Account Value$320,780
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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