Paul Marconi
Paul Marconi is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Munster, IN, with 1 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9410 Calumet Avenue, Suite 403, Munster, IN, 46321
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is a subcommittee and committee member for the Birchwood Farms Home Owners Association, dedicating minimal time to consulting on the budget and vendor contracts. He is also an associate/employee and technology lead at GFI Wealth Partners, taking about a quarter to half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations5 states
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