Paul
Duval
Genesis Wealth Advisors, LLC
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About this Advisor
Paul Duval is a financial advisor based in Stoughton, Massachusetts, working with Genesis Wealth Advisors, LLC. Paul has previously held positions at Clary Insurance & Investment Planning Corp, Self, Genesis Wealth Advisors, LLC, and Gca Insurance Agency, Inc. Paul has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Paul is part of Genesis Wealth Advisors, LLC, which operates out of Stoughton, Massachusetts. The firm has 1 office and 7 employees. The firm manages assets totaling $177.0 million 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 institutional clients, and pension consulting services. The fee structure at Genesis Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Genesis Wealth Advisors, LLC Brokerage Details
$176,984,000
7
578
$306,201
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Paul Duval Work History
Genesis Wealth Advisors, LLC
Gca Insurance Agency, Inc
Self
Clary Insurance & Investment Planning Corp
Disclosures
Please visit the SEC profile of Paul Duval 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 Genesis Wealth Advisors, LLC
Braintree, MA
Bridgewater, MA
Stoughton, MA
Stoughton, MA
Stoughton, MA
Wakefield, MA
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