Paul S. Mccready
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Paul Stuart Mccready, CFP® was a registered financial professional .
Paul is a previously registered financial professional and started their career in finance in 1982. Paul had worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1991
Experience
August 24, 2020 - March 28, 2022
LARSON WEALTH PARTNERS
July 1, 2020 - May 4, 2023
LARSON FINANCIAL SECURITIES, LLC
December 9, 2013 - September 1, 2020
COUNSEL WEALTH MANAGEMENT, INC.
November 2, 2009 - June 23, 2020
APW CAPITAL, INC.
February 1, 2008 - November 24, 2009
MAIN STREET SECURITIES, LLC
December 15, 2005 - November 22, 2013
COUNSEL WEALTH MANAGEMENT, INC.
April 27, 1989 - February 4, 2008
SECURITIES AMERICA, INC.
February 5, 1985 - May 1, 1989
OSAIC FS, INC.
May 3, 1983 - August 16, 1984
MONY SECURITIES CORPORATION
September 15, 1982 - November 2, 1982
SIGNATOR INVESTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
LARSON WEALTH PARTNERS
CRD#: 309688 / SEC#: 801-119081
Contact information
Regulatory assets under management
| Total Number of Accounts | 2,258 |
| AUM (Assets Under Management) | $ 151,579,573 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/18/2022 | ||
| 01/07/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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