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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 Critchley is a financial advisor currently working for Avantax Advisory Services, a firm with a strong presence in the financial services industry. Paul is registered as an Investment Advisor Representative (IAR) in both New Jersey and Texas. Paul has been working in the financial services industry for over 12 years, initially joining Odell & Critchley, P.C. in 2009. Paul obtained his Series 63 license in 2002. Paul is also a Certified Financial Planner. Paul has a background in tax management, accounting, and estate planning, bringing a comprehensive approach to financial advice. Paul provides financial planning and investment management services to a range of clients, including high-net-worth individuals, corporations, and pension plans. Paul's experience and qualifications position him to provide valuable advice to individuals and businesses seeking to achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
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2
NJ
02/02/2024 - Present
Avantax Advisory Services (Chatham NJ)
BC
Issued 11/21/2002
Series 63 - Uniform Securities Agent State Law Examination
Active
Inactive
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