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Allan Michael Paull

Virji Investments, Inc.

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About Allan Michael Paull

Allan Michael Paull is an investment advisor representative associated with Virji Investments, Inc. and Shariaportfolio, Inc. in LAKE MARY, Florida. Allan Paull has been in the industry since 1992. Allan Paull's professional experience includes positions with Investors Capital Corp., Raymond James Financial Services, Inc., Intersecurities, Inc., and Marketing One Securities, Inc.. Allan Paull holds the Series 6, Series 7, and Series 66 licenses. Allan Paull has a special focus on serving high-net-worth individuals and charitable organizations.

Firm Information

Allan Paull is currently registered with Virji Investments, Inc.. Virji Investments, Inc. is an investment advisor specializing in portfolio management for individuals and businesses. They manage approximately $31.4 million in assets for 149 clients, including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Their services include portfolio management, with a focus on both discretionary and non-discretionary accounts. Virji Investments also offers a wrap fee program.

$31.44M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Allan Paull’s Registration & Firm History

FL

12/06/2011 - Present

Virji Investments, Inc. (LAKE MARY FL)

FL

01/08/2003 - 10/31/2011

INVESTORS CAPITAL CORP. (WESLEY CHAPEL FL)

FL

01/02/2002 - 12/31/2002

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

MA

01/05/1996 - 12/31/2001

INVESTORS CAPITAL CORP. (LYNNFIELD MA)

FL

07/22/1994 - 12/01/1995

INTERSECURITIES, INC. (ST. PETERSBURG FL)

OR

08/05/1992 - 07/21/1994

MARKETING ONE SECURITIES, INC. (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 07/12/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/05/2001

Series 7 - General Securities Representative Examination

BC

Issued 08/03/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Allan Michael Paull.
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