PM
CFP · ChFC
PM
CFP · ChFC
Paul Mershon
40 Years of Experience
Scottsdale, AZ
3 DisclosuresSells Insurance
Paul Mershon is a CFP, ChFC-designated registered investment advisor at Griffin Capital Advisors, based in Scottsdale, AZ, with 40 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
Scottsdale, AZ
Get directionsHistory
Regulatory History (3)
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Customer Dispute
January 2006Denied
Customer Dispute
November 2003Settled
Customer Dispute
October 2003Settled
Other Business ActivitiesSells Insurance
Paul is the founder and CEO of Aurelius Capital Advisors, LLC, an entity used to receive life insurance commissions from fixed product sales since March 2024. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Griffin Capital Advisors
May 2024 - Present · 2 yrs
Previous Registrations
Griffin Capital Advisors
May 2024 - December 2024 · 7 mos
Cwm, LLC
May 2023 - March 2024 · 10 mos
Silverhawk Asset Management, LLC
July 2013 - March 2024 · 10 yrs 8 mos
Pioneer Advisors, LLC
October 2010 - September 2013 · 2 yrs 11 mos
Qa3 Financial LLC
February 2006 - February 2011 · 5 yrs
Marathon Advisors, INC
February 1985 - February 2006 · 21 yrs
State Registrations1 state
AZ
Advisor
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.
Exams
No exam information available for this advisor.