Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Donald Paul is an Investment Advisor Representative with Concurrent Investment Advisors, LLC. Anthony has been active in the financial services industry since 1998, and has held previous positions with Raymond James Financial Services, Inc., Morgan Stanley, Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Charles Schwab & Co., Inc. Anthony is a registered Investment Advisor Representative in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Indiana, Maryland, Montana, Nevada, North Carolina, South Dakota, Tennessee, Texas, and is also registered in Texas as an Investment Advisor.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
06/19/2023 - Present
Concurrent Investment Advisors, LLC (Greenwood Village CO)
CO
11/02/2017 - 05/26/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Greenwood Village CO)
CO
06/01/2009 - 11/06/2017
MORGAN STANLEY (GREENWOOD VILLAGE CO)
CO
10/24/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ENGLEWOOD CO)
CO
07/14/2006 - 10/28/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ENGLEWOOD CO)
CO
07/28/1998 - 07/21/2006
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
IA
Issued 09/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/27/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 07/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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