Paul Vegiard (CRD# 2623795) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Monson, MA and has over 16 years of experience in the finance industry.
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
CRD# 2093525
Integrated Wealth Concepts LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Monson Savings Bank | Monson, MA | Sep 2019 - Current | 4 |
| Infinex Investments, Inc. | Meriden, CT | Jun 2018 - Current | 5 |
| United Bank | Tolland, CT | Jun 2018 - Aug 2019 | 1 |
| Santander Bank Na | South Windsor, CT | Mar 2016 - Jun 2018 | 2 |
| Santander Securities LLC | San Juan, PR | Mar 2016 - Jun 2018 | 2 |
| Allstate Insurance Company | Manchester, CT | Oct 2015 - Feb 2016 | < 1 |
| Rockville Bank / United Bank | Rockville, CT | Nov 2012 - Sep 2015 | 2 |
| Infinex Investments, Inc. | Rockville, CT | Nov 2012 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- CT
- MA
-
Total Assets Under Management3,627MILLIONS
-
Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- 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)
- Educational seminars/workshops
- Other
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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