Paula Jill McGee
Chief Compliance OfficerHaven Wealth Group LLCCRD 8158228
About Paula Jill McGee
Paula Jill McGee is listed as Chief Compliance Officer at Haven Wealth Group LLC in Houston, TX. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Haven Wealth Group LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Paula Jill McGee work?
Paula Jill McGee is listed as Chief Compliance Officer at Haven Wealth Group LLC on SEC Form ADV.
How much of Haven Wealth Group LLC does Paula Jill McGee own?
Form ADV reports a beneficial ownership band of Under 5%.
Haven Wealth Group LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |