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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 Barone is an Investment Advisor Representative at D.A. Davidson & Co. He is a registered investment advisor with the state of Idaho and holds a Series 66, 65, and 63 license. Paul has been in the industry since 1982. His previous experience includes time at Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc. and Cohlig & Associates, Inc. Paul is a General Securities Principal and holds a Series 9, 10, 8 and 24 license. Paul has a deep understanding of the financial markets and a strong commitment to providing his clients with personalized financial advice.
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.
A percentage of the total value of assets under management is charged.
1
2
ID
10/04/2018 - Present
D.a. Davidson & Co. (COEUR D' ALENE ID)
ID
01/01/2008 - 06/11/2009
WELLS FARGO ADVISORS, LLC (COEUR D'ALENE ID)
ID
01/06/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (COEUR D'ALENE ID)
CO
02/22/1991 - 01/06/1997
COHIG & ASSOCIATES, INC. (ENGLEWOOD CO)
NA
09/27/1984 - 02/05/1991
RCL NORTHWEST, INC.
NA
02/15/1982 - 09/24/1984
DEAN WITTER REYNOLDS INC.
BOTH
Issued 02/28/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/08/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/23/1985
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 12/15/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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