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Paul Anthony Carl

Horan Securities, Inc.

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About Paul Anthony Carl

Paul Anthony Carl, Jr. is a registered investment advisor representative with Horan Securities, Inc. Paul Anthony Carl, Jr. has been in the industry since December 7, 2013. He holds Series 6, Series 63, Series 65 and SIE licenses. Paul Anthony Carl, Jr. works in the Cincinnati, OH office of Horan Securities, Inc. Paul Anthony Carl, Jr. works with individuals, high-net-worth individuals, corporations, and charitable organizations. Paul Anthony Carl, Jr. specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals and portfolio management services.

Firm Information

Paul Carl is currently registered with Horan Securities, Inc.. Horan Securities, Inc. is a corporation registered with the SEC and in 41 states. The firm provides financial planning, pension consulting, educational seminars, and publication of periodicals. They also offer portfolio management for individuals and businesses. Horan Securities, Inc. has over 2200 client accounts with assets under management exceeding $545 million.
Horan Securities, Inc.

8044 MONTGOMERY RD

CINCINNATI, OH 45236

$545.22M

Assets Under Management

3

Total Clients

17

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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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 Carl’s Registration & Firm History

OH

08/29/2014 - Present

Horan Securities, Inc. (CINCINNATI OH)

OH

11/25/2013 - 08/15/2014

THE HUNTINGTON INVESTMENT COMPANY (CINCINNATI OH)

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Licenses & Designations

IA

Issued 03/09/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/18/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Anthony Carl.
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