Paul McNulty, CFP®

Woburn, Massachusetts, 01801
advisor

Member Since 2011

Paul is dedicated to helping his clients lead more financially independent lives. Whether they are concerned about a recent inheritance,a lump sum settlement, a more flexible retirement or leaving a financial legacy to their family, Paul has the knowledge, experience and integrity they need. His clients have financial confidence knowing their assets and financial future are in the hands of a competent and ethical professional.
Contact Paul
 
 

My Location

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 Background Information

  • Years of Financial Experience

    • 20

  • Education

    • University of Rhode Island (B.S. Business Administration)

  • Certifications and Designations

    • CFP®

  • Methods of Compensation

    • Financial Planning: Asset-based fee
    • Investment Services: Asset-based fee

  • Primary Custodian(s)

    • LPL Financial

  • Types of Financial Reports

    • Performance Report (Quarterly)
    • Market Environment Report (Quarterly)
    • Custodial Report (Monthly)
    • Newsletter (Monthly)

  • Additional Business Practices

    • I provide a written agreement to clients before I provide any advice or services.
    • I work with remote clients over the telephone and Internet
    • My clients have online access to their financial data
    • I review my clients' financial plans with them annually and upon request
    • I review my clients' investment portfolios with them quarterly
 

  • Registration & Licensing

    • CRD/IARD Number: 1457936
    • Securities Registrations: Series 7, Series 24, Series 63, Series 65
    • Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health

  • Company Names

    • Registered Investment Advisor: LPL Financial
    • Broker/Dealer: LPL FIinancial

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Disclosure(s)

    • View Statement

  • Planning Services

    • Financial Planning, Retirement, Estate

  • Investment Services

    • Strategy Development, Asset allocation, Performance Reporting, Tax Efficient Strategies

  • Investment Products

    • Mutual Funds, Securities, REITs, Equity

  • Insurance Products

    • Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income
 
Contact Paul
 
Visit Website - http://www.pinnacleprivatewealth.com
Paladin Registry

Minimum Asset Requirement

  • $250,000

Types of Clients

  • Individuals & Families

Professional Services

  • Planning
  • Investment Advice
  • Money Management
  • Insurance