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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 Black is an investment advisor representative associated with WCM Investment Management. Paul's areas of expertise include financial planning and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Provide model portfolio recommendations to other investment advisers
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
05/05/2011 - Present
WCM Investment Management (LAGUNA BEACH CA)
CT
10/03/1997 - 12/22/1997
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NA
03/07/1997 - 10/03/1997
PASADENA FUND SERVICES, INC.
IA
Issued 06/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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