Paul J. Mccolgan

IVC WEALTH ADVISORS LLC

Silverdale, PA 18962

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CRD#: 2868491

Professional summary

Paul Joseph Mccolgan, CFP® is a registered financial advisor currently at IVC WEALTH ADVISORS LLC located in Silverdale, Pennsylvania.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Paul has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) IVC WEALTH ADVISORS INSURANCE, LLC. 163 E MAIN ST, PO BOX 539, SILVERDALE, PA 18962. SALES OF INSURANCE PRODUCTS. ANSWER QUESTIONS AND DO RESEARCH REGARDING POLICIES THAT ARE CURRENTLY IN FORCE. 10 HOURS/MO; 10 DURING TRADING HOURS. 2) IVC WEALTH ADVISORS LLC. 163 E MAIN S, PO BOX 539, SILVERDALE, PA 18962. WEALTH MANAGEMENT FIRM. CCO, SENIOR SERVICE REPRESENTATIVE. 160 HOURS/MO; 134 DURING TRADING HOURS. 3) PERKASIE INDUSTRIAL DEVELOPMENT. 620 W. CHESTNUT ST, PERKASIE, PA 18944. BOARD IS A PASS-THROUGH ENTITY THAT PERMITS NON-PROFITS TO RECEIVE LOWER INTEREST RATE LOANS BY CERTIFYING THEY ARE BENEFICIAL TO THE COMMUNITY. AUTHORITY RECEIVES FEE AND FUNDS ARE USED TO FUND PROJECT WITHIN BOROUGH. BOARD MEMBER. VICE CHAIRMAN. LESS THAN ONE HOUR/MO; 0 DURING TRADING HOURS. 4) Clear Employer Services - 163 E MAIN ST, PO BOX 539, SILVERDALE, PA 18962. PROFESSIONAL EMPLOYER ORGANIZATION. START DATE: 2022-01-01, 160 HOURS/MO; 134 DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Joseph Mccolgan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

April 26, 2019 - Present

IVC WEALTH ADVISORS LLC

Office #1: 163 E. Main Street, Silverdale, PA 18962

RIA

CRD#: 301127

Silverdale, PA

Past

January 31, 2020 - June 30, 2025

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

SILVERDALE, PA

Past

April 22, 2016 - February 4, 2020

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

SILVERDALE, PA

Past

October 19, 2015 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

SILVERDALE, PA

Past

October 19, 2015 - February 4, 2020

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

SILVERDALE, PA

Past

August 25, 2014 - October 14, 2015

OSAIC WEALTH, INC.

CRD#: 23131

FT. WASHINGTON, PA

Past

June 6, 2011 - August 15, 2014

FINANCIAL TELESIS INC

RIA

CRD#: 31012

DOYLESTOWN, PA

Past

January 3, 2011 - August 15, 2014

FINANCIAL TELESIS INC

CRD#: 31012

DOYLESTOWN, PA

Past

November 30, 2010 - February 16, 2011

LPL FINANCIAL LLC

CRD#: 6413

DOYLESTOWN, PA

Past

September 17, 2008 - August 20, 2014

NATIONAL PENN CAPITAL ADVISORS

RIA

CRD#: 112477

DOYLESTOWN, PA

Past

January 18, 2008 - November 30, 2010

NRP FINANCIAL, INC.

CRD#: 103717

DOYLESTOWN, PA

Past

November 1, 2006 - January 18, 2007

LPL FINANCIAL LLC

CRD#: 6413

SOUDERTON, PA

Past

December 20, 1999 - September 29, 2006

VALLEY NATIONAL INVESTMENTS, INC.

CRD#: 16715

CENTER VALLEY, PA

Past

February 8, 1999 - July 16, 1999

SUMMIT FINANCIAL SERVICES GROUP, INC.

CRD#: 7246

BETHLEHEM, PA

Past

May 16, 1997 - October 30, 1998

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IVC WEALTH ADVISORS LLC

CRD#: 301127 / SEC#: 801-114980

RIA

Registered Investment Advisory firm - (4/10/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(4/26/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/31/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/23/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/15/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/10/2015

General Securities Principal Examination

Current Firm

IVC WEALTH ADVISORS LLC

CRD#: 301127 / SEC#: 801-114980

RIA

Registered Investment Advisory firm - (4/10/2019 Approved)

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Contact information

Main Address

163 E. Main Street, Silverdale, PA 18962

Mailing Address

Phone number

(215) 392-6631

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-IVC WEALTH ADVISORS LLC (8/29/2025)

Regulatory assets under management

Total Number of Accounts	1,233
AUM (Assets Under Management)	$ 405,220,178

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Paul J. Mccolgan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Joseph Mccolgan's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

OSAIC WEALTH, INC.

FINANCIAL TELESIS INC

FINANCIAL TELESIS INC

LPL FINANCIAL LLC

NATIONAL PENN CAPITAL ADVISORS

NRP FINANCIAL, INC.

LPL FINANCIAL LLC

VALLEY NATIONAL INVESTMENTS, INC.

SUMMIT FINANCIAL SERVICES GROUP, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

IVC WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/31/2017

Series 63

Date: 5/23/1997

SIE

Date: 10/1/2018

Series 7

Date: 5/15/1997

Series 24

Date: 3/10/2015

Current Firm

IVC WEALTH ADVISORS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IVC WEALTH ADVISORS LLC

TRUST BUT VERIFY

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