Paul J. Mcintyre
Professional summary
Paul Joseph Mcintyre, AIF® is a registered financial advisor currently at NAMCOA located in Mooresville, North Carolina and MSC - BD, LLC located in Lake Oswego, Oregon.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1981. Paul has worked at 21 firms and has passed the Series 65, Series 63, Series 79TO, Series 52TO, Series 99TO, SIE, Series 6, Series 7, Series 14 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Joseph Mcintyre's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 7, 2012 - Present
NAMCOA
Office #1: 107 Kilson Drive Suite 206, Mooresville, NC 28117June 14, 2007 - Present
MSC - BD, LLC
Office #1: 5 Centerpointe Drive Suite. 400, Lake Oswego, OR 97035February 4, 2025 - May 12, 2025
FIRST OREGON, LLC
February 12, 2020 - June 3, 2021
DST INVESTMENTS, LLC
October 13, 2006 - July 2, 2007
SECURITIES NETWORK LLC
December 21, 2005 - September 15, 2006
WOODSTOCK FINANCIAL GROUP, INC.
March 15, 2005 - December 15, 2011
NAMCOA
June 23, 2003 - June 3, 2005
GOLDEN EAGLE SECURITIES, INC.
January 30, 2002 - July 2, 2003
KEYBANC CAPITAL MARKETS INC.
January 28, 2002 - July 2, 2003
KEYBANC CAPITAL MARKETS INC.
April 2, 2001 - April 25, 2001
LPL FINANCIAL LLC
January 22, 2001 - February 20, 2001
FSC SECURITIES CORPORATION
November 7, 2000 - January 12, 2001
TRIAD ADVISORS LLC
April 17, 2000 - August 9, 2000
LOCKWOOD FINANCIAL SERVICES, INC.
January 5, 1999 - February 23, 2000
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
May 22, 1998 - September 17, 1998
FORESIDE DISTRIBUTION SERVICES, L.P.
March 8, 1995 - March 17, 1998
GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.
January 4, 1993 - December 13, 1994
ALLIANCEBERNSTEIN INVESTMENTS, INC.
July 26, 1990 - November 18, 1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 15, 1988 - February 24, 1989
LEHMAN BROTHERS INC.
March 10, 1987 - February 15, 1988
E. F. HUTTON & COMPANY INC
December 21, 1983 - March 3, 1987
PRUDENTIAL EQUITY GROUP, LLC
January 25, 1982 - December 21, 1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 26, 1981 - October 28, 1985
METLIFE INVESTORS DISTRIBUTION COMPANY
Primary Firm SEC Registration
NAMCOA
CRD#: 133978 / SEC#: 801-66945
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/13/2019)
(12/4/2024)
(3/7/2012)
(1/5/2016)
(8/17/2021)
(8/17/2021)
(5/27/2025)
(10/28/2022)
(11/23/2022)
(7/25/2024)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
NAMCOA
CRD#: 133978 / SEC#: 801-66945
Contact information
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 462 |
| AUM (Assets Under Management) | $ 312,332,592 |
Red Flags
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Company Information
NAMCOA
CRD#: 133978Mooresville, NC 28117TRUST BUT VERIFY
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