Unclaimed
Paul Bradley Husler is a financial advisor with Calton & Associates, Inc. Paul has been in the financial industry since 1997. Paul is registered to offer securities in Colorado, New Mexico and Texas. Paul is also registered with FINRA and the SEC as an Investment Advisor Representative. Paul has a Series 7, Series 63 and SIE licenses. Paul specializes in portfolio management for individuals and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
01/16/2014 - Present
Calton & Associates, Inc. (TAMPA FL)
NM
09/10/2012 - 01/16/2014
SECURITIES AMERICA, INC. (SAN PATRICIO NM)
NV
11/17/2011 - 09/11/2012
FINANCIAL WEST GROUP (RENO NV)
CA
01/13/2009 - 11/21/2011
TORREY PINES SECURITIES, INC. (SAN DIEGO CA)
NM
11/16/2001 - 12/31/2008
FIRST WALL STREET CORP. (ALBUQUERQUE NM)
MO
08/05/1997 - 12/06/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 06/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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