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Paul Duval, financial advisor Stoughton MA

Paul Duval

CRD Number: 2076914
Current Firm: Genesis Wealth Advisors, LLC
Compensation Model: Fee Only

Paul Duval (CRD# 2076914) is President of Genesis Wealth Advisors, LLC in Stoughton, MA and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Genesis Wealth Advisors, LLC Stoughton, MA Jun 2011 - Current 12
Gca Insurance Agency, Inc. Stoughton, MA Mar 2011 - Current 13
Self Bridgewater, MA Apr 1990 - Current 34
Clary Insurance & Investment Planning Corp. No. Easton, MA Jan 2003 - Jul 2017 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1990
S65 NASAA Investment Advisors Law Examination Dec 1994
Contact Info for Paul F. Duval
532 Page Street, Stoughton, MA 02072
Phone Number: 781-344-1023
Firm Website: https://www.facebook.com/genesis-wealth-advisors-300300406661055/
Registered State(s):
  • MA
Current Firm Details
Genesis Wealth Advisors, LLC
Firm's CRD Number: 158388
400 Washington Street, Suite 308, Braintree, MA 02184
By the Numbers
  • Total Assets Under Management
    177
    MILLIONS
  • Total Number of Accounts
    578
    ACCOUNTS
  • Average Account Value
    $306,201
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, ME, NH, NY, RI, VT

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