Paul
Mchugh
Journey Retirement Planning And Investment Management, LLC
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About this Advisor
Paul Mchugh is a financial advisor who works out of Idaho Falls, Idaho with a total of 1 year of industry experience. Mchugh works at Journey Retirement Planning And Investment Management, LLC. Over the course of their career, Mchugh has held roles at Porter House Inc, Jeff'S Family First Insurance Brokerage LLC, Journey Retirement Planning & Investment Management, LLC, State Farm Insurance - Kevin Allred Agency, The Leazer Group, Idaho Home & Energy, American Exteriors LLC and Mandarin House. Mchugh has a Series 65 license, designating them as an investment advisor representative, and is approved to operate in Idaho. Journey Retirement Planning And Investment Management, LLC is a financial advisory firm based out of Idaho Falls, ID. It controls $109 million in assets across its 864 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 864 customer accounts, just 2% are associated with high-net-worth investors who have at least $1 million in investable assets. Journey Retirement Planning And Investment Management, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors typically are based on which service is offered. However, fees charged by Journey Retirement Planning And Investment Management, LLC most likely include any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Journey Retirement Planning And Investment Management, LLC Brokerage Details
$108,927,905
7
864
$126,074
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Paul Mchugh Work History
Paul has been registered as a financial advisor for 1 years.*
Journey Retirement Planning & Investment Management, LLC
Porter House Inc
Jeff'S Family First Insurance Brokerage LLC
State Farm Insurance - Kevin Allred Agency
The Leazer Group
Idaho Home & Energy
American Exteriors LLC
Mandarin House
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul Mchugh 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 Journey Retirement Planning And Investment Management, LLC
Idaho Falls, ID
Idaho Falls, ID
Idaho Falls, ID
The content in this profile was updated by SmartAsset on 4/16/2023. 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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