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Paul Shaughnessy Duggan

TRG ADVISORS, INC.·LAKEWOOD RANCH, Florida
Clean recordTRG ADVISORS, INC.
8470 ENTERPRISE CIRCLE, LAKEWOOD RANCH, FL 34202CRD# 1135600Firm CRD# 297171

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Shaughnessy Duggan · LAKEWOOD RANCH, FL
Registration
CRD #1135600 · TRG ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paul Shaughnessy Duggan is a registered financial advisor based in LAKEWOOD RANCH, Florida, affiliated with TRG ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TRG ADVISORS, INC.
TRG ADVISORS, INC.
AUM
$421M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at TRG ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1135600
Firm CRD# 297171
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Shaughnessy Duggan offer?
Paul Shaughnessy Duggan specializes in Financial Planning, Investment Management. Contact their office in LAKEWOOD RANCH, Florida for a consultation.
What are Paul Shaughnessy Duggan's credentials?
Paul Shaughnessy Duggan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Shaughnessy Duggan located?
Paul Shaughnessy Duggan is based in LAKEWOOD RANCH, Florida, working with TRG ADVISORS, INC.. Their office serves clients in the LAKEWOOD RANCH metropolitan area and surrounding communities.
How does Paul Shaughnessy Duggan charge for services?
Paul Shaughnessy Duggan's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRG ADVISORS, INC.?
TRG ADVISORS, INC. has approximately 3 employees and manages $421M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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