Tuula
Paavola

Vicus Capital, Inc

CRD#4633052
Investment Advisor
in New York, NY

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About this Advisor

Tuula Paavola is a financial advisor based in New York, New York, working with Vicus Capital, Inc. Tuula has previously held positions at Vicus Capital, Inc (formerly Pfg Financial Advisors), Cetera Advisor Networks LLC, and Defrate & Paavola, LLC. Tuula has passed the Series 66 regulatory exam and is registered to provide services in Connecticut, New York, and Texas. Currently, Tuula is part of Vicus Capital, Inc, which operates out of New York, New York. The firm has 40 offices and 87 employees. The firm manages assets totaling $2.3 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, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Vicus Capital, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1697 Broadway Suite 400
New York, NY 10019

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Vicus Capital, Inc Brokerage Details

Total Assets Under Management

$2,254,526,552

NY Average: $15,833,994,310
Total Number of Employees

87

NY Average: 41
Total Number of Accounts

8,430

NY Average: 3,342
Average Account Size

$267,441

NY Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Tuula Paavola Work History

2013 - Present (11 years)

Cetera Advisor Networks LLC

2013 - Present (11 years)

Defrate & Paavola, LLC

2005 - Present (19 years)

Vicus Capital, Inc (Formerly Pfg Financial Advisors)

Disclosures

Please visit the SEC profile of Tuula Paavola 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 Vicus Capital, Inc

Meghan Kelly
Rochester, NY
Aaron Soden
Lakewood, PA
Andrew Kern
Camp Hill, PA
Elana Yaffe
Westlake Village, CA
Jennifer Newman
State College, PA
Justin Blankenship
State College, PA
Christopher Suttmeier
Bethlehem, PA
Jason Marcieski
Grove City, PA

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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