Paul Phelan is a CFP-designated registered investment advisor, based in Rockville, MD, with 23 years of industry experience.
Location
540 Gaither Road, Suite 420, Rockville, MD, 20850
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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 a Senior Vice President at multiple insurance brokerages/agencies under the Assured Partners umbrella, focusing on sales, account management, business development, and consulting. These activities take up a significant amount of Paul's time, totaling nearly full-time hours each month.
Employment History
Current Registrations
World Investments, LLCBroker
World Investment Advisors, LLC
Previous Registrations
Pensionmark Securities, LLCBroker
Global Retirement Partners LLC
LPL Financial LLCBroker
Financial Telesis, INC.
Financial Telesis INCBroker
New England Securities Corporation
New England SecuritiesBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations5 states
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