Unclaimed
Donald James Paul is an investment advisor representative with Prime Capital Financial. Donald has been in the industry since 1993, with experience at a variety of firms including Cetera Investment Services LLC, Key Investment Services LLC, Raymond James & Associates, Inc., and Raymond James Financial Services, Inc.. Donald is registered with the state of Arkansas and Texas as an Investment Advisor Representative. Donald's current affiliations include Prime Capital Financial, DP Falcon, LLC, Ree Adventurs, LLC, Freedom 5 One, and CHHSZ Holdings, LLC. Donald holds the Series 6, 7, 63, and 65 securities licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
AR
04/01/2021 - Present
Prime Capital Financial (Fayetteville AR)
AR
05/06/2013 - 03/06/2017
CETERA INVESTMENT SERVICES LLC (FORT SMITH AR)
OR
08/11/2010 - 04/25/2013
KEY INVESTMENT SERVICES LLC (TIGARD OR)
AR
06/21/2010 - 08/05/2010
RAYMOND JAMES & ASSOCIATES, INC. (ROGERS AR)
AR
01/08/2009 - 06/16/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (ROGERS AR)
AR
06/06/2007 - 01/23/2009
CITIGROUP GLOBAL MARKETS INC. (ROGERS AR)
AR
07/15/1998 - 06/28/2007
ARVEST ASSET MANAGEMENT (ROGERS AR)
MN
11/27/1996 - 07/22/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
NJ
08/09/1993 - 11/01/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 06/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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