Paul Mcintyre is a registered investment advisor at Namcoa, based in Mooresville, NC, with 40 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 379 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NAMCOA's investment management fees are charged as part of a wrap fee program. These fees cover portfolio management, trade execution, custody, and client reporting. The annual wrap fees generally range from 1.00% to 2.00% of the value of your investments, but are negotiated individually with each client. The wrap fee may be more than if you purchased the services separately. NAMCOA may have an incentive to limit trading in your account because their execution costs can be based on the aggregate number of trades executed in the accounts of all wrap fee clients.
Location
107 Kilson Drive, Suite 206, Mooresville, NC, 28117
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Paul is a FINRA arbitrator, dedicating a few hours per week to this non-investment related activity. He is also the president of First Oregon LLC, a private fund data reporting company, spending about a quarter of his time on this endeavor.
Employment History
Current Registrations
Namcoa
Msc - Bd, LLC
Msc - Bd, LLCBroker
Previous Registrations
First Oregon, LLC
Dst Investments, LLC
SnlBroker
Raike Financial Group INC.Broker
Naples Asset Management CO., LLC
First Florida Securities, INC.Broker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Linsco/private Ledger CORP.Broker
Fsc Securities CorporationBroker
Triad Advisors, INC.Broker
Lockwood Financial Services, INC.Broker
Prudential Investment Management Services LLCBroker
Bisys Fund Services Limited PartnershipBroker
Evergreen Investment Services, INC.Broker
Alliance Fund Distributors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Prudential-Bache Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Security First Financial, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.