Paul HarvegoCRD 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.
Sagepoint Financial, Inc.
Sutterfield Financial Group, Inc.
Ameriprise Financial Services, Inc.
|Lpl Financial||Willmar, MN||Mar 2012 - Current||5|
|Conway Deuth & Schmiesing, Pllp||Willmar, MN||Aug 2003 - Current||14|
|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|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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
- 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
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