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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 Mannion is a financial advisor with Platform Wealth Advisors. Paul has over 15 years of experience in the financial services industry and holds the Series 7, Series 63, and Series 65 licenses. Paul is also a Certified Financial Planner. Paul has been with Platform Wealth Advisors since 2024. Before joining Platform Wealth Advisors, Paul worked at Walpole Financial Advisors, LLC. Platform Wealth Advisors is a registered investment advisor firm. The firm has a main office located in Holladay, Utah and has a branch office in Goleta, California. The firm offers a wide range of financial planning and investment management services to individuals, families, and businesses.
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.
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
CA
09/10/2024 - Present
Platform Wealth Advisors (GOLETA CA)
CO
12/23/2008 - 06/02/2009
INTERSECURITIES, INC. (CENTENNIAL CO)
CO
02/29/2008 - 04/09/2008
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (ENGLEWOOD CO)
CO
10/08/2007 - 11/28/2007
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
04/11/2006 - 08/21/2007
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
CA
11/04/2005 - 03/21/2006
SCOTTRADE, INC. (SANTA BARBARA CA)
CA
07/27/2004 - 09/29/2005
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
IA
Issued 11/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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