Paul McLemore (CRD# 3110371) is an Investment Advisor Representative working at Intervest International, Inc. in Aurora, CO and has over 25 years of experience in the finance industry. Paul McLemore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intervest International Equities Corp | Colorado Springs, CO | Apr 2012 - Current | 12 |
| United Planners' Financial Services | Scottsdale, AZ | Jun 2011 - Current | 12 |
| Mclemore Piano | Aurora, CO | May 2010 - Current | 13 |
| Heartland Financial Consultants | Aurora, CO | Jan 2006 - Current | 18 |
| Hfg Advisors LLC | Aurora, CO | Jan 2005 - Current | 19 |
| Mclemore Financial Eduvisors | Aurora, CO | Jul 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1998 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2003 |
- CO
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Total Assets Under Management40MILLIONS
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Total Number of Accounts356ACCOUNTS
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Average Account Value$112,171
- A percentage of assets under your management
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