Paul David Morgis

Employer firm

Vicus Capital, Inc. CRD 116021

$2.99B regulatory AUM 316 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2002 → Present
  Vicus Capital (Formerly Pfg Financial Advisors)
  State College, PA
• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Other Businesses

1. INDEPENDENT INSURANCE AGENT PFG/MGA, DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, BEGAN 10/2001, 7HRS/WKDY, 5HRS/WKEND; 2. VICUS CAPITAL, INC., INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, OUTSIDE RIA - ADVISORY BUSINESS, START 10/2001, 59HRS/WK (32.5 TRADING HOURS), INVESTMENT ADVISOR REPRESENTATIVE; 3. PARTNERS FINANCIAL GROUP, INVESTMENT RELATED, 476 ROLLING RIDGE DRIVE, SUITE 333, STATE COLLEGE, PA 16801, CONSULTING FOR PFG, START 01/01/2013, 14-20 HRS/WK (TRADING HOURS), SOUTHEAST DIVISION ACCOUNT SPECIALIST, ANALYSIS/RESEARCH TO SUPPORT IARS;

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-10-23

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Paul David John Morgis