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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Asbjoin Matheson is a financial advisor with Gallagher Fiduciary Advisors, LLC. Paul has been in the financial services industry since 2003. Paul is a Certified Financial Planner. Gallagher Fiduciary Advisors, LLC is a registered investment adviser with the SEC. The firm provides financial planning, portfolio management, and other advisory services to individuals, corporations, and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
See schedule d misc. for explanation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
07/26/2023 - Present
Gallagher Fiduciary Advisors, LLC (Wakefield MA)
MA
07/19/2023 - 08/23/2024
TRIAD ADVISORS LLC (Wakefield MA)
MA
11/02/2017 - 07/14/2023
INDEPENDENT FINANCIAL GROUP, LLC (Wakefield MA)
MA
06/14/2017 - 11/10/2017
NATIONAL PLANNING CORPORATION (WAKEFIELD MA)
MA
02/07/2007 - 02/02/2017
SCOTTRADE, INC. (PEABODY MA)
MA
03/02/2006 - 01/16/2007
CANACCORD ADAMS INC. (BOSTON MA)
MA
01/02/2004 - 02/27/2006
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
07/28/2003 - 10/28/2003
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
11/14/2002 - 10/21/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 01/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2004
Series 24 - General Securities Principal Examination
BC
Issued 03/28/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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