Paul
Mann
Trajan Wealth, L.L.C
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About this Advisor
Paul Mann is a financial advisor based in Scottsdale, Arizona, working with Trajan Wealth, L.L.C. Paul has previously held positions at Empire Wealth Advisors Inc, Empire Wealth Management, Jk Realty, Tetrant Advisory, LLC, Ae Wealth Management, LLC, Precision Tax And Financial, H3 Transportation, Trajan Wealth, LLC, and Ice Enterprises. Paul has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona. Currently, Paul is part of Trajan Wealth, L.L.C, which operates out of Scottsdale, Arizona. The firm has 28 offices and 102 employees. The firm manages assets totaling $1.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers, and educational seminars. The fee structure at Trajan Wealth, L.L.C includes asset-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trajan Wealth, L.L.C Brokerage Details
$1,365,393,876
102
13,372
$102,108
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
- Educational seminars/workshops
Paul Mann Work History
Trajan Wealth, LLC
Ae Wealth Management, LLC
Precision Tax And Financial
H3 Transportation
Ice Enterprises
Jk Realty
Tetrant Advisory, LLC
Empire Wealth Advisors Inc
Empire Wealth Management
Disclosures
Please visit the SEC profile of Paul Mann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trajan Wealth, L.L.C
Land O Lakes, FL
Austin, TX
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Frisco, TX
Scottsdale, AZ
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