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Paul Alan Chadwell

Arch City Financial

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About Paul Alan Chadwell

Paul Alan Chadwell is an investment advisor representative at Arch City Financial. Paul has been in the financial services industry for over 25 years and has experience in both the brokerage and investment advisory fields. He has held positions with various firms including Scottrade, Inc. and 1st Cleveland Securities Corp. Paul is a licensed securities professional in both Ohio and Florida. He holds Series 4, 7, 24 and 66 licenses, and is also a Registered Investment Advisor. Paul specializes in financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Paul Chadwell is currently registered with Arch City Financial. Arch City Financial is a financial advisor that offers financial planning, pension consulting, and educational seminars. They also provide portfolio management for individuals and select other advisors for their clients.

Not reported

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Paul Chadwell’s Registration & Firm History

OH

06/24/2019 - Present

Arch City Financial (GROVE CITY OH)

FL

03/23/1994 - 07/31/2017

SCOTTRADE, INC. (BRADENTON FL)

NA

10/25/1993 - 03/24/1994

1ST CLEVELAND SECURITIES CORP

OH

05/05/1993 - 09/28/1993

1ST CLEVELAND SECURITIES CORP (GARFIELD HEIGHTS OH)

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Licenses & Designations

BOTH

Issued 06/30/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/19/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/18/2000

Series 4 - Registered Options Principal Examination

BC

Issued 06/18/1993

Series 24 - General Securities Principal Examination

BC

Issued 07/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Alan Chadwell.
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