Paul Markwell
Professional Summary
Paul Markwell is a registered financial advisor currently at MSC - BD, LLC located in Lake Oswego, Oregon. Paul is registered as a RR (Registered Representative) and started their career in finance in 2026. Paul has worked at 1 firm and has passed the Series 79TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
4 years in the financial services industry
Current & Past Employments
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Current Firm
MCINTYRE INVESTMENTS, INC. | NAPLES AIS, INC. | MSC - BD, LLC
Contact Information
Main Address
5 Centerpointe Drive Suite. 400, Lake Oswego, OR 97035Mailing Address
5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035Phone Number
(239) 287-3789Established
Florida since 07/10/2006Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (14 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
1Arbitration
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jun 2026About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Paul Markwell's CRS (Customer Relationship Summary).
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