Paul Bae Mchugh
Investment adviser representative at Journey Retirement Planning and Investment Management, LLC
10 yearsExperience
2 statesRegistered in
$187.3MFirm assets
5 yearsFirm in business
Are you Paul Bae Mchugh? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
10 years in the industry.
- Journey Retirement Planning and Investment Management, LLCSep 2021 to now
- Porter House Inc.Mar 2020 to Sep 2021
- Jeff's Family First Insurance Brokerage LLCApr 2019 to Mar 2020
- State Farm Insurance - Kevin Allred AgencySep 2017 to Apr 2019
- The Leazer GroupFeb 2016 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (ID, TX).
Journey Retirement Planning and Investment Management, LLC
$187.3MAssets managed
637Clients
5Advisers
5 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
- 7519662
- Firm CRD
- 315237