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Paul Joseph Mccolgan

IVC WEALTH ADVISORS LLC·SILVERDALE, Pennsylvania
Clean recordIVC WEALTH ADVISORS LLC
163 E. MAIN STREET, SILVERDALE, PA 18962CRD# 2868491Firm CRD# 301127

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Joseph Mccolgan · SILVERDALE, PA
Registration
CRD #2868491 · IVC WEALTH ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paul Joseph Mccolgan is a registered financial advisor based in SILVERDALE, Pennsylvania, affiliated with IVC WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
IVC WEALTH ADVISORS LLC
IVC WEALTH ADVISORS LLC
AUM
$358M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at IVC WEALTH ADVISORS LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2868491
Firm CRD# 301127
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Joseph Mccolgan offer?
Paul Joseph Mccolgan specializes in Investment Management. Contact their office in SILVERDALE, Pennsylvania for a consultation.
What are Paul Joseph Mccolgan's credentials?
Paul Joseph Mccolgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Joseph Mccolgan located?
Paul Joseph Mccolgan is based in SILVERDALE, Pennsylvania, working with IVC WEALTH ADVISORS LLC. Their office serves clients in the SILVERDALE metropolitan area and surrounding communities.
How does Paul Joseph Mccolgan charge for services?
Paul Joseph Mccolgan'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 IVC WEALTH ADVISORS LLC?
IVC WEALTH ADVISORS LLC has approximately 8 employees and manages $358M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at IVC WEALTH ADVISORS LLC

David William Gotwals
SILVERDALE, PA
Eric Vaughn Landes
SILVERDALE, PA
Ronald Jack Joyce
SILVERDALE, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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