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Paul Patrick Meehan

Edgemoor Investment Advisors, Inc.

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About Paul Patrick Meehan

Paul Meehan is a financial advisor at Edgemoor Investment Advisors, Inc., a firm with offices in Bethesda, MD. Paul has been a registered investment advisor since 2006 and has over 20 years of experience in the financial services industry. Paul specializes in portfolio management for individuals, businesses, and investment companies. Paul holds the Series 6, Series 63, and SIE licenses, and is a Chartered Financial Analyst (CFA). Paul has experience with a variety of investment strategies, including growth, value, and income.

Firm Information

Paul Meehan is currently registered with Edgemoor Investment Advisors, Inc.. Edgemoor Investment Advisors, Inc. is an investment advisory firm based in Bethesda, MD. They manage approximately $1.18 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and investment companies. The firm provides financial planning and portfolio management services.
Edgemoor Investment Advisors, Inc.

7250 WOODMONT AVENUE

BETHESDA, MD 20814

$1.18B

Assets Under Management

Not reported

Total Clients

5

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Paul Meehan’s Registration & Firm History

MD

10/23/2006 - Present

Edgemoor Investment Advisors, Inc. (BETHESDA MD)

MD

08/11/2009 - 12/01/2014

INTEGRITY FUNDS DISTRIBUTOR, LLC (BETHESDA MD)

MD

12/16/2002 - 08/13/2009

VIKING FUND DISTRIBUTORS, LLC (BETHESDA MD)

MD

08/13/2002 - 11/29/2002

INCAP SECURITIES, INC. (BALTIMORE MD)

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Licenses & Designations

BC

Issued 10/25/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/2014

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Patrick Meehan.
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