Paul Mccolgan
Paul Mccolgan is a CFP-designated registered investment advisor at Ivc Wealth Advisors LLC, based in Silverdale, PA, with 27 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 580 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Location
163 E. Main Street, Silverdale, PA, 18962
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is involved in several business activities, including insurance sales through IVC Wealth Advisors Insurance, LLC, where he dedicates a few hours per week. He also serves as CCO and Senior Service Representative at IVC Wealth Advisors LLC (full-time), is Vice Chairman of Perkasie Industrial Development (minimal time), sells financial brokerage products for Private Client Services, and works full-time at Clear Employer Services.
Employment History
Current Registrations
Ivc Wealth Advisors LLC
Previous Registrations
Private Client Services, LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Royal Alliance Associates, INC.Broker
Financial Telesis, INC.
Financial Telesis INCBroker
LPL Financial LLCBroker
National Penn Capital Advisors
Nrp Financial, INC.Broker
Linsco/private Ledger CORP.Broker
Valley National Investments, INC.Broker
Summit Financial Services Group, INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.