Paul
Mclemore

Intervest International, Inc

CRD#3110371
Investment Advisor
in Aurora, CO

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About this Advisor

Paul Mclemore is a financial advisor based in Aurora, Colorado, working with Intervest International, Inc. Paul has previously held positions at Mclemore Financial Eduvisors, Heartland Financial Consultants, United Planners' Financial Services, Hfg Advisors LLC, Mclemore Piano, and Intervest International Equities Corp. Paul has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Paul is part of Intervest International, Inc, which operates out of Aurora, Colorado. The firm has 14 offices and 16 employees. The firm manages assets totaling $39.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Intervest International, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Aurora, CO

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Intervest International, Inc Brokerage Details

Total Assets Under Management

$39,933,048

CO Average: $2,349,664,866
Total Number of Employees

16

CO Average: 28
Total Number of Accounts

356

CO Average: 1,101
Average Account Size

$112,171

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Paul Mclemore Work History

2012 - Present (12 years)

Intervest International Equities Corp

2011 - Present (13 years)

United Planners' Financial Services

2010 - Present (14 years)

Mclemore Piano

2006 - Present (18 years)

Heartland Financial Consultants

2005 - Present (19 years)

Hfg Advisors LLC

2003 - Present (21 years)

Mclemore Financial Eduvisors

Disclosures

Please visit the SEC profile of Paul Mclemore 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 Intervest International, Inc

David Smith
Colorado Springs, CO
Jeffrey Geraci
Colorado Springs, CO
Travis Moore
Summerville, SC
Timothy O'Brien
Colorado Springs, CO
Sean Romero
Mcallen, TX
Michael Geraci
Norfolk, VA
James Washnock
Valdosta, GA
John Washnock
Valdosta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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