Paula Mcconville
Advisor at MC Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at MC Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Louisville, KY
Credentials
Series 65
Industry experience
16 years
Paula Mcconville is a financial advisor with MC Financial Services, Inc. in Louisville, KY, holding a Series 65 designation and 16 years of industry experience. She has been with MC Financial Services since 2009 and also serves as the Chief Financial Officer for GAAB Investments, LLC and related fast food franchise entities in Kentucky and Indiana. MC Financial Services, Inc. is a small registered investment adviser managing approximately $61 million across about 67 client relationships. The firm provides investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients, using a mix of risk-based asset allocation and tactical adjustments.
Based on MC Financial Services, Inc.
Based on MC Financial Services, Inc.
Fixed fees quoted in advance for financial planning projects, up to 3% of assets analyzed; ongoing monthly or quarterly flat fees possible
$0 - $1,000,000: Up to 2% of account assets annually $1,000,000+: Up to 1% of account assets annually
Commissions earned on sale of fixed life insurance, health insurance and fixed annuities by licensed advisors, in addition to advisory fees
Hourly consulting fees up to $300 per hour
Ongoing monthly or quarterly fees possible for advisory or planning services, billed in advance or arrears as per agreement
Account minimum: $100,000 Minimum fee: Minimum fee is $250, negotiable under certain circumstances Fee-only: Fees charged for financial planning and consulting services; hourly rate up to $300 per hour, fixed fees quoted in advance (up to 3% of assets analyzed), ongoing monthly or quarterly fees possible
Louisville, KY
Kentucky
NV GAAB FOODS, LLC and IN GAAB FOODS, LLC
2021 - Present (5 years)
MC Financial Services
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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