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Paul Joseph Mccolgan

IVC WEALTH ADVISORS LLC·SILVERDALE, Pennsylvania
SIE, Series 7, Series 24, Series 63, Series 65Clean record17 years registeredIVC 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 · 17 years registered
Brand Profile
Not yet started
01

Career History

IVC WEALTH ADVISORS LLC
Apr 2019 – present
KESTRA ADVISORY SERVICES, LLC
Apr 2016 – Feb 2020
SILVERDALE, PA
NFP ADVISOR SERVICES, LLC
Oct 2015 – Sep 2016
SILVERDALE, PA
FINANCIAL TELESIS, INC.
Jun 2011 – Aug 2014
DOYLESTOWN, PA
NATIONAL PENN CAPITAL ADVISORS
Sep 2008 – Aug 2014
DOYLESTOWN, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · September 17, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
IVC WEALTH ADVISORS LLC
CRD 301127 · SEC 801-114980
AUM
$358M
Regulatory assets under management
Employees
8
1,173 client accounts
Services offered by IVC WEALTH ADVISORS LLC
Per Form ADV
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at IVC WEALTH ADVISORS LLC →
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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
ChFC
Eric Vaughn Landes
SILVERDALE, PA
Ronald Jack Joyce
SILVERDALE, PA

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