Paul Shaughnessy Duggan

Employer firm

Intellicents Investment Solutions Inc CRD 107498

$9.92B regulatory AUM 92 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• 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

• 08/1997 → 01/2026
  Trg Financial, Inc
  Lakewood Ranch, FL
• 01/2012 → 02/2023
  Touchstone Retirement Group Llc
  Amherst, NY
• 07/2018 → 01/2026
  Trg Advisors, Inc.
  Lakewood Ranch, FL
• 01/2026 → Present
  Mutual Securities, Inc.
  Camarillo, CA
• 01/2026 → Present
  Intellicents Investment Solutions Inc
  Albert Lea, MN

Previous Registrations

• 2018-08-22 → 2026-03-11
  Trg Advisors, Inc.
  Lakewood Ranch, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-01-13

Designations

• Certified Financial Planner