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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Caylor is a financial advisor at Kestra Advisory Services, LLC in Austin, TX. Paul has been in the financial industry since 1998 and is a Certified Financial Planner. Paul has experience working with individuals, corporations, and charitable organizations. Paul holds Series 6, 7, 24, 63 and 65 licenses and is registered to provide investment advice in Alabama, California, Colorado, Montana, Wisconsin and Wyoming. Paul's primary focus is on providing financial planning, wealth management, and portfolio management services to his clients. He also provides investment advisory services through Kestra Advisory Services, LLC.
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.
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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2
TX
04/28/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
CO
09/08/1998 - 08/21/2020
THRIVENT INVESTMENT MANAGEMENT INC. (FORT COLLINS CO)
IL
03/11/1998 - 07/28/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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