Unclaimed Profile

Paul Wayne Gifford

1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.·SOUTH BEND, Indiana

Series 6, Series 26, Series 63Clean record25 years registered1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.

100 NORTH MICHIGAN STREET, SOUTH BEND, IN 46601CRD# 1958782Firm CRD# 111331

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Wayne Gifford · SOUTH BEND, IN

Registration

CRD #1958782 · 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC. · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.

1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.

Apr 2001 – Jun 2020

SOUTH BEND, IN

Registrations & Exams

FINRA examinations passed

Series 6

Series 26

Series 63

Registration record

First registered · April 16, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.

CRD 111331 · SEC 801-60100

AUM

$3.5B

Regulatory assets under management

Employees

1 client accounts

Services offered by 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.

Per Form ADV

Selection of other advisers

Other

View all advisors at 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Paul Wayne Gifford offer?

Paul Wayne Gifford specializes in Wealth Management.

What are Paul Wayne Gifford's credentials?

Paul Wayne Gifford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Wayne Gifford located?

Paul Wayne Gifford is based in SOUTH BEND, Indiana, last registered with 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC..

How does Paul Wayne Gifford charge for services?

Paul Wayne Gifford's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.?

1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC. has approximately 9 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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