Paul Francis Duval

Employer firm

Genesis Wealth Advisors, LLC CRD 158388

$200M regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2003 → 07/2017
  Clary Insurance & Investment Planning Corp.
  No. Easton, MA
• 04/1990 → Present
  Self
  Bridgewater, MA
• 06/2011 → Present
  Genesis Wealth Advisors, Llc
  Stoughton, MA
• 03/2011 → Present
  Gca Insurance Agency, Inc.
  Stoughton, MA

Previous Registrations

• 1995-02-11 → 2012-07-24
  Genesis Capital Advisors, Inc.
  Stoughton, MA
• 1997-01-01 → 2002-12-31
  Commonwealth Financial Network
  Stoughton, MA

Other Businesses

INSURANCE BROKER; NON INVESTMENT-RELATED ACTIVITY; 1 HOUR PER MONTH GCA INSURANCE AGENCY, INC.; NON INVESTMENT-RELATED ACTIVITY; SAME ADDRESS; INSURANCE; PRESIDENT; 03/2011; 3 HOURS PER MONTH

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-12-30
• S63 Uniform Securities Agent State Law Examination
  1990-08-07

Designations

• Chartered Financial Consultant

Other Names

• Paul Francis Duval