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Paul Wayne Gifford

1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.·SOUTH BEND, Indiana
Clean record1ST 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paul Wayne Gifford is a registered financial advisor based in SOUTH BEND, Indiana, affiliated with 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.
1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.
AUM
$3.5B
Regulatory assets under management
Employees
9
Total firm employees
Services
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1958782
Firm CRD# 111331
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Wayne Gifford offer?
Paul Wayne Gifford specializes in Wealth Management. Contact their office in SOUTH BEND, Indiana for a consultation.
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, working with 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.. Their office serves clients in the SOUTH BEND metropolitan area and surrounding communities.
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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