Paul Harvego, financial advisor Willmar MN
90 score

Paul Harvego

CRD Number: 5880031
Current Firm: Lpl Financial LLC

Paul Harvego (CRD# 5880031) is an Investment Advisor Representative working at Lpl Financial LLC in Willmar, MN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Willmar, MN Mar 2012 - Current 4
Conway Deuth & Schmiesing, Pllp Willmar, MN Aug 2003 - Current 13
1st Global Advisors, Inc. Willmar, MN Feb 2011 - Mar 2012 1
1st Global Capital Corp Willmar, MN Feb 2011 - Mar 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Paul A. Harvego
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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