Paul
Phelan
Pensionmark Financial Group, LLC
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About this Advisor
Paul Phelan is a financial advisor based in Rockville, Maryland, working with Pensionmark Financial Group, LLC. Paul has previously held positions at Financial Telesis Inc, Early, Cassidy & Schilling, LLC, Lpl Financial LLC, Global Retirement Partners, Pensionmark Securities, LLC, Pensionmark Financial Group, LLC, and Assuredpartners. Paul has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland and Texas. Currently, Paul is part of Pensionmark Financial Group, LLC, which operates out of Rockville, Maryland. The firm has 59 offices and 324 employees. The firm manages assets totaling $37.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pensionmark Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$37,759,764,327
324
11,973
$3,153,743
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Paul Phelan Work History
Pensionmark Securities, LLC
Pensionmark Financial Group, LLC
Assuredpartners
Lpl Financial LLC
Global Retirement Partners
Financial Telesis Inc
Early, Cassidy & Schilling, LLC
Disclosures
Please visit the SEC profile of Paul Phelan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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