Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Adrien Brule is a financial advisor with over 38 years of experience in the industry. Paul is registered to provide investment advice in 15 states. Paul has also passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. Paul is currently employed by Osaic Wealth, Inc. which has offices in Scottsdale, AZ. Osaic Wealth, Inc. has over 39,000 clients and has reported managing over $94 billion in assets.
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.
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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NM
03/18/2024 - Present
Osaic Wealth, Inc. (ALBUQUERQUE NM)
NM
04/27/2018 - 03/15/2024
KESTRA INVESTMENT SERVICES, LLC (Albuquerque NM)
NM
05/10/2013 - 05/17/2018
J.W. COLE FINANCIAL, INC. (ALBUQUERQUE NM)
NM
07/13/2012 - 05/10/2013
FINANCIAL ADVISERS OF AMERICA, LLC (ALBUQUERQUE NM)
NM
03/03/2005 - 06/21/2012
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (ALBUQUERQUE NM)
IA
11/27/2000 - 03/02/2005
NATIONS FINANCIAL GROUP, INC. (CEDAR RAPIDS IA)
AZ
02/10/1997 - 11/27/2000
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
05/15/1991 - 02/20/1997
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NJ
08/03/1989 - 10/17/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/03/1989 - 10/17/1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
03/07/1985 - 05/09/1989
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NA
07/27/1983 - 03/11/1985
PRUCO SECURITIES CORPORATION
IA
Issued 11/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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