Paul Harrigan (CRD# 6039178) is an Investment Advisor Representative working at Wharton Midmarket Investment Advisors Inc. in Woodbridge, CT and has over 12 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wharton Midmarket Securities, Inc. | Milford, CT | Aug 2013 - Current | 10 |
Independent Investment Bankers Corp. | Austin, TX | Oct 2012 - Current | 11 |
Wharton Midmarket Advisors LLC | Woodbridge, CT | Jan 2001 - Current | 23 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2012 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2019 |
- CT
-
Total Assets Under Management141MILLIONS
-
Total Number of Accounts35ACCOUNTS
-
Average Account Value$4,019,288
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT
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