Paul
Duval
Genesis Wealth Advisors, LLC
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About this Advisor
Paul Duval is a chartered financial consultant operating out of Stoughton, Massachusetts with 12 years of industry experience. Duval is an advisor for Genesis Wealth Advisors, LLC. Throughout their career, they have worked at Clary Insurance & Investment Planning Corp, Self, Genesis Wealth Advisors, LLC and Gca Insurance Agency, Inc. Duval has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Massachusetts. Genesis Wealth Advisors, LLC is an advisory business based in Braintree, MA. The investment advisory business has a total of nine financial advisors. It handles $164 million in total assets between its 635 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 635 client accounts, 21% are associated with high-net-worth clients who have greater than $1 million in assets. Genesis Wealth Advisors, LLC has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules largely are based on the type of services. However, fees billed by Genesis Wealth Advisors, LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Genesis Wealth Advisors, LLC Brokerage Details
$164,097,636
9
635
$258,421
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
Paul has been registered as a financial advisor for 12 years.*
Genesis Wealth Advisors, LLC
Gca Insurance Agency, Inc
Self
Clary Insurance & Investment Planning Corp
*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 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
Bridgewater, MA
Stoughton, MA
Stoughton, MA
Braintree, MA
Stoughton, MA
Wakefield, MA
Stoughton, MA
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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