PE
Paul G. Ewell
PORTSIDE WEALTH GROUP
Draper, UT 84020
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CRD#: 2985150
PE
Professional summary
Paul Gordon Ewell is a registered financial advisor currently at PORTSIDE WEALTH GROUP, LLC located in Draper, Utah.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Paul has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 6 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.
FINANCIAL FOUNDATIONS, LLC: OWNER, INVESTMENT ADVISORY SERVICES DBA for RIA AFFILIATION PAUL EWELL INVESTMENTS AND INSURANCE SERVICES INC.: SALE OF VARIOUS TYPES OF INSURANCE THROUGH VARIOUS INSURANCE COMPANIES. 100 HRS PER MONTH ANDY BROWN BAND; MUSICIAN IN A BAND,NON INVESTMENT RELATED, 5 HRS A MONTH
CRS (Client Relationship Summary) - RIA
Click below to view Paul Gordon Ewell's 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®
NoneExperience
Current
May 2, 2023 - Present
PORTSIDE WEALTH GROUP, LLC
Office #1: 12465 S Fort Street Ste.225, Draper, UT 84020RIA
CRD#: 325175
Draper, UT
Past
March 14, 2019 - June 8, 2023
TOWNSQUARE CAPITAL, LLC
RIA
CRD#: 288576
Draper, UT
Past
May 22, 2018 - April 11, 2019
ARS INVESTMENT ADVISORS, INC.
RIA
CRD#: 293750
BOUNTIFUL, UT
Past
December 5, 2016 - June 15, 2018
ALLEGIS INVESTMENT ADVISORS, LLC
RIA
CRD#: 157314
SOUTH JORDAN, UT
Past
August 25, 2016 - December 2, 2016
LEE MILES LLC
RIA
CRD#: 170776
OGDEN, UT
Past
October 23, 2014 - August 8, 2016
VANTAGE POINT INVESTMENTS, INC.
RIA
CRD#: 156887
SANDY, UT
Past
July 8, 2003 - October 24, 2014
SPC
RIA
CRD#: 110692
RIVERTON, UT
Past
April 9, 2002 - October 24, 2014
PARKLAND SECURITIES, LLC
BD
CRD#: 115368
RIVERTON, UT
Past
April 5, 2002 - April 9, 2002
SIGMA FINANCIAL CORPORATION
BD
CRD#: 14303
ANN ARBOR, MI
Past
October 10, 2000 - April 5, 2002
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
RIVERTON, UT
Past
December 23, 1997 - April 5, 2002
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
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".
PW
PORTSIDE WEALTH GROUP, LLC
ALIGNMENT FINANCIAL ADVISORS | VITAL RETIREMENT | VISION TREE FINANCIAL ADVISORS | TWF WEALTH MANAGEMENT | TURNING POINT FINANCIAL GROUP | TRUROCK WEALTH | SUNCREST ADVISORS | SMART FINANCIAL | SEYMOUR FINANCIAL | SCOTT STEPHAN IFS | PORTSIDE WEALTH GROUP, LLC | PODUNK FINANCIAL | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL GROUP | MCKELL PARTNERS | LEGACY WEALTH INVESTMENT COUNSEL | JOHNSTONROGERS | JEFFREY R WANGSGARD AND ASSOCIATES | HURST FINANCIAL CONSULTING | HUDSON OAKS WEALTH MANAGEMENT | GREEN STREET WEALTH ADVISORS | FRONTIER ADVISOR GROUP | FINANCIAL FOUNDATIONS | DOLEMAN WEALTH MANAGEMENT | CAPITAL PROTECTION INSURANCE | CANYON STRATEGIC WEALTH GROUP | CACHE FINANCIAL | BRIGHTSIDE WEALTH MANAGEMENT | BREVITY WEALTH SOLUTIONS | AVENTUS WEALTH
CRD#: 325175 / SEC#: 801-127529
RIA
Registered Investment Advisory firm - (3/24/2023 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
Utah(5/2/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PW
PORTSIDE WEALTH GROUP, LLC
ALIGNMENT FINANCIAL ADVISORS | VITAL RETIREMENT | VISION TREE FINANCIAL ADVISORS | TWF WEALTH MANAGEMENT | TURNING POINT FINANCIAL GROUP | TRUROCK WEALTH | SUNCREST ADVISORS | SMART FINANCIAL | SEYMOUR FINANCIAL | SCOTT STEPHAN IFS | PORTSIDE WEALTH GROUP, LLC | PODUNK FINANCIAL | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL GROUP | MCKELL PARTNERS | LEGACY WEALTH INVESTMENT COUNSEL | JOHNSTONROGERS | JEFFREY R WANGSGARD AND ASSOCIATES | HURST FINANCIAL CONSULTING | HUDSON OAKS WEALTH MANAGEMENT | GREEN STREET WEALTH ADVISORS | FRONTIER ADVISOR GROUP | FINANCIAL FOUNDATIONS | DOLEMAN WEALTH MANAGEMENT | CAPITAL PROTECTION INSURANCE | CANYON STRATEGIC WEALTH GROUP | CACHE FINANCIAL | BRIGHTSIDE WEALTH MANAGEMENT | BREVITY WEALTH SOLUTIONS | AVENTUS WEALTH
CRD#: 325175 / SEC#: 801-127529
RIA
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Contact information
Main Address
3507 N University Ave Suite 150, Provo, UT 84604
Mailing Address
Phone number
(385) 412-1222
Established
Firm type
Fiscal year end
# of Employees
47
SEC notice filing (37 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,507 |
| AUM (Assets Under Management) | $ 1,125,318,236 |
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.
