Paul
Mccolgan
Ivc Wealth Advisors LLC
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About this Advisor
Paul Mccolgan is a certified financial planner who works in Silverdale, Pennsylvania with a total of 4 years of relevant experience. Mccolgan is currently employed by Ivc Wealth Advisors LLC. Over the course of their career, Mccolgan has held roles at National Penn Capial Advisors, Financial Telesis Inc, Royal Alliance, Kestra Advisory Services LLC, Kestra Investment Services LLC, Retirement Advisory Services, Corp, Ivc Wealth Advisors LLC, Private Client Services and Nfp Advisors Services. Mccolgan holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Ivc Wealth Advisors LLC is an advisory firm headquartered in Silverdale, PA. It oversees $318 million in total assets among its 1,165 client accounts, placing it among the mid-sized firms in the United States by assets under management. The firm advises 10 charities and foundations. Of its 1,165 accounts, just 12% are held by high-net-worth individuals who have at least $1 million in assets. Ivc Wealth Advisors LLC has a few services, such as portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules typically depend on which services the firm provides the client. Fees charged by Ivc Wealth Advisors LLC most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ivc Wealth Advisors LLC Brokerage Details
$318,287,898
8
1,165
$273,208
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Paul Mccolgan Work History
Paul has been registered as a financial advisor for 4 years.*
Private Client Services
Ivc Wealth Advisors LLC
Kestra Advisory Services LLC
Kestra Investment Services LLC
Nfp Advisors Services
Royal Alliance
Retirement Advisory Services, Corp
Financial Telesis Inc
Financial Telesis Inc
National Penn Capial Advisors
*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 Mccolgan 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 Ivc Wealth Advisors LLC
Silverdale, PA
Silverdale, PA
Silverdale, PA
Silverdale, PA
Silverdale, PA
Silverdale, PA
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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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.
