Paul Eric Hogenson
Investment adviser representative at Quincy Wells Advisors, LLC
10 yearsExperience
1 stateRegistered in
$87.3MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Quincy Wells Capital, LLCMar 2026 to now
- Quincy Wells Advisors, LLCJun 2023 to now
- Jw Marriott Camelback InnFeb 2017 to now
- Great Point Capital, LLCJun 2023 to Mar 2026
- Concorde Asset Management, LLCApr 2023 to Jun 2023
- Concorde Investment Services, LLCJun 2022 to Jun 2023
- Everett Financial, dba. Supreme LendingApr 2021 to Dec 2021
- UberApr 2019 to Mar 2020
- Realty One GroupMay 2018 to Dec 2019
- UnemployedFeb 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Quincy Wells Advisors, LLC
$87.3MAssets managed
247Clients
30Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2308907
- Firm CRD
- 307477