Unclaimed
Paul Austin Black is an investment advisor representative associated with Cambridge Investment Research Advisors, Inc. Paul Austin Black has been in the industry for over 10 years. Paul Austin Black is registered in Florida and Maryland. Paul Austin Black has a Series 7TO, Series 63, Series 65, and SIE. Paul Austin Black specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Paul Austin Black has several other business affiliations, including Black CPA & Associates, and CIRA.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
11/18/2020 - Present
Cambridge Investment Research Advisors, Inc. (Jacksonville FL)
BC
Issued 09/24/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/08/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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