Unclaimed
Paul Stout is a registered Investment Advisor Representative with Financial & Tax Architects, LLC. Paul is a Tennessee-licensed Investment Advisor Representative. Paul also has a Series 65 license. Paul has been in the financial services industry since November 1997. Paul has experience as an insurance agent for Rand A, Inc.. Financial & Tax Architects, LLC is a Registered Investment Advisor with the SEC. Paul has been with Financial & Tax Architects, LLC since August 2021. Paul is a specialist in financial planning, portfolio management for individuals, and educational seminars. Paul's firm primarily works with individuals other than high-net-worth individuals, high-net-worth individuals, and other investment advisors. The firm offers financial planning services, portfolio management for individuals and educational seminars. Paul and his firm may receive compensation in the form of fixed fees, subscription fees, and percentage of 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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
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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TN
08/18/2021 - Present
Financial & TAX Architects, LLC (Knoxville TN)
IA
Issued 06/01/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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