Unclaimed Profile

Paul Francis Duval

GENESIS WEALTH ADVISORS, LLC·BRAINTREE, Massachusetts

SIE, Series 6, Series 7, Series 24, Series 51, Series 63, Series 65ChFCClean record31 years registeredGENESIS WEALTH ADVISORS, LLC

400 WASHINGTON STREET, BRAINTREE, MA 02184CRD# 2076914Firm CRD# 158388

Profile Verification

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

Identity

Paul Francis Duval · BRAINTREE, MA

Registration

CRD #2076914 · GENESIS WEALTH ADVISORS, LLC · 31 years registered

Brand Profile

Not yet started

Career History

GENESIS WEALTH ADVISORS, LLC

Aug 2011 – present

COMMONWEALTH FINANCIAL NETWORK

Jan 1997 – Dec 2002

STOUGHTON, MA

GENESIS CAPITAL ADVISORS, INC.

Feb 1995 – Jul 2012

STOUGHTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · February 11, 1995

Years registered · 31

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GENESIS WEALTH ADVISORS, LLC

CRD 158388 · SEC 801-72604

AUM

$177M

Regulatory assets under management

Employees

578 client accounts

Services offered by GENESIS WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GENESIS WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Paul Francis Duval offer?

Paul Francis Duval specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BRAINTREE, Massachusetts for a consultation.

What are Paul Francis Duval's credentials?

Paul Francis Duval holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Paul Francis Duval located?

Paul Francis Duval is based in BRAINTREE, Massachusetts, working with GENESIS WEALTH ADVISORS, LLC. Their office serves clients in the BRAINTREE metropolitan area and surrounding communities.

How does Paul Francis Duval charge for services?

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

How large is GENESIS WEALTH ADVISORS, LLC?

GENESIS WEALTH ADVISORS, LLC has approximately 7 employees and manages $177M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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