Invested Better
Unclaimed

Unclaimed

Unclaimed

Paul Carl Doyle

CPS Financial & Insurance Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Paul? Claim Your Profile

About Paul Carl Doyle

Paul Doyle is a financial advisor with CPS Financial & Insurance Services, Inc., in Irvine, CA. Paul has been in the securities industry since 1996. Paul is registered with FINRA and holds Series 6 and Series 63 licenses as well as the SIE exam. Prior to joining CPS Financial & Insurance Services, Inc., Paul was affiliated with Interlink Securities Corp. in Woodland Hills, CA, Capital Brokerage Corporation in Glen Allen, VA, and Forth Financial Securities, Corporation in Richmond, VA.

Firm Information

Paul Doyle is currently registered with CPS Financial & Insurance Services, Inc.. CPS Financial & Insurance Services, Inc. is a Corporation that was formed on April 1, 1996. The firm is registered with the Securities and Exchange Commission and in 36 states.

Not reported

Assets Under Management

Not reported

Total Clients

16

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Paul Doyle’s Registration & Firm History

CA

07/15/2004 - Present

CPS Financial & Insurance Services, Inc. (IRVINE CA)

CA

10/24/2001 - 07/11/2002

INTERLINK SECURITIES CORP. (WOODLAND HILLS CA)

VA

12/01/1997 - 03/15/2001

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

VA

04/12/1994 - 12/01/1997

FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)

Not sure if Paul Carl Doyle is right for you?

Licenses & Designations

BC

Issued 04/11/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Paul Carl Doyle. Review regulatory record here.
Not sure if Paul Carl Doyle is right for you?