Paul
Delaney
Capital Endurance Group, Inc
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About this Advisor
Paul Delaney is a financial advisor based in Cary, North Carolina, working with Capital Endurance Group, Inc. Paul has previously held positions at Capital Endurance Group, Inc and Piedmont Investment Advisors. Paul has passed the Series 63 regulatory exam and is registered to provide services in North Carolina. Currently, Paul is part of Capital Endurance Group, Inc, which operates out of Cary, North Carolina. The firm has 1 office and 3 employees. The firm manages assets totaling $127.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Capital Endurance Group, Inc includes asset-based and fixed fees.
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Capital Endurance Group, Inc Brokerage Details
$127,123,300
3
306
$415,436
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Paul Delaney Work History
Capital Endurance Group, Inc
Piedmont Investment Advisors
Disclosures
Please visit the SEC profile of Paul Delaney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capital Endurance Group, Inc
Alpharetta, GA
Cary, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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