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Paul Casey ross McHorse

First Nations Eagle

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About Paul Casey ross McHorse

Paul McHorse is a financial advisor associated with First Nations Eagle Financial Planning, LLC located in San Tan Valley, Arizona. Paul holds licenses to provide advisory services in Arizona. Paul's profile shows he has been a financial professional for several years with past experience at Vanguard Marketing Corporation. Paul has a Series 7 and Series 63 license, as well as the SIE exam, and holds a Certified Financial Planner designation. The advisor is a registered investment advisor representative and offers financial planning and portfolio management for individuals.

Firm Information

Paul McHorse is currently registered with First Nations Eagle. First Nations Eagle is an investment advisor registered with the SEC and located in . They manage approximately $105,550 in assets for individuals. The firm provides financial planning and portfolio management services.

$105,550

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul McHorse’s Registration & Firm History

AZ

02/27/2020 - Present

First Nations Eagle (SAN TAN VALLEY AZ)

AZ

08/29/2012 - 09/12/2017

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 09/07/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/12/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Casey ross McHorse.
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