Finance

May 3 2018

Paul Jorgensen

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Paul Jorgensen Richmond, Virginia

Paul Eric Jorgensen is a financial advisor employed by Next Financial Group in Richmond, Virginia. With over 26 years of experience and 4 exams passed, Paul maintains the following registrations:

Broker
Mr. Jorgensen is registered with FINRA as a Broker (sometimes referred to as a broker-dealer registered rep. or RR ). Brokers are the sales personnel who work for larger brokerage firms. These firms (also known as broker-dealers ) are in the business of buying and selling securities such as stocks, bonds, mutual funds and other investment-related products. These firms are also registered with FINRA and can engage in securities transactions on behalf of its customers (as broker) or for its own account (as dealer).

Fees and Services

Types of fees charged:

  • Percentage of Assets
  • Hourly Charges
  • Fee Only

Advisory services offered:

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Businesses/Institutional
  • Pension Consulting
  • Newsletters
  • Securities Portfolio Management
  • Selection of Other Advisors
  • Wrap Fee Program
  • Other Advisory Services

State Registrations

Financial advisors must register with each state in which they conduct business. Below is a record of each state where Paul Jorgensen maintains an active registration.

For those interested in managing some of your investments on your own we have more research tools that may be of assistance. Below is a sample list of funds from our Mutual Funds Research Topic. where you can sort and filter mutual funds based on annual performance, ratings, fees and much more. We also publish an up-to-date Online Brokers Research Topic which lists current promotions and a Smart Rating Score for each firm.

Mutual Funds Research Topic

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Data updated on November 6, 2015 via the following sources:
SEC Investment Advisor Public Dislcosure: adviserinfo.sec.gov
FINRA BrokerCheck: brokercheck.finra.org


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