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 6 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