Paul Ferwerda
CRD Number: 1699772Current Firm: Clearstead; Hartland & Company, Llc; Clearstead Advisory Solutions
Paul Ferwerda (CRD# 1699772) is an Investment Advisor Representative working at Clearstead; Hartland & Company, Llc; Clearstead Advisory Solutions in Cleveland, OH and has over 36 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clearstead Advisory Solutions | Norfolk, VA | Apr 2024 - Current | < 1 |
| Wilbanks, Smith & Thomas Asset Management, LLC | Norfolk, VA | Apr 2016 - Apr 2024 | 8 |
| Unemployed | Manakin Sabot, VA | Oct 2015 - Mar 2016 | < 1 |
| Thompson, Siegel & Walmsley LLC | Richmond, VA | Apr 1987 - Sep 2015 | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1988 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1990 |
- VA
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Total Assets Under Management15,322MILLIONS
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Total Number of Accounts5,903ACCOUNTS
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Average Account Value$2,595,564
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
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