Paul McNeill, financial advisor Winston Salem NC
93 score

Paul McNeill

CRD Number: 3003324
Current Firm: Primerica Advisors

Paul McNeill (CRD# 3003324) is an Investment Advisor Representative working at Primerica Advisors in Winston Salem, NC and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Winston Salem, NC Nov 1997 - Current 19
Primerica Financial Services Winston Salem, NC Mar 1996 - Current 20
Wwnc-am, Clear Channel Asheville, NC Aug 1995 - Oct 2011 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Paul D. McNeill
Phone Number: 800-544-5445
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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
93
Clean Record
This advisor has a clean track record with regulators.

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