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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 David Barrish is a registered investment advisor representative with MWA Financial Services Inc. Paul has been in the financial services industry since September 27, 1995. Paul holds Series 6, 7, 24, 63 and 65 licenses. Paul specializes in financial planning, portfolio management for individuals and businesses, and the selection of other advisors. Paul has held previous roles with The Seidler Companies Incorporated, Hagerty, Stewart & Associates, Inc., Arrowhead Investment Center, Robert Thomas Securities, Inc, Fimco Securities Group, Inc., and Waddell & Reed, Inc.
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.
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.
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CA
01/02/2025 - Present
MWA Financial Services Inc. (REDLANDS CA)
CA
01/02/2001 - 05/02/2006
THE SEIDLER COMPANIES INCORPORATED (REDLANDS CA)
CA
01/24/2001 - 11/29/2001
HAGERTY, STEWART & ASSOCIATES, INC. (SAN DIEGO CA)
CA
06/01/1999 - 01/02/2001
HAGERTY, STEWART & ASSOCIATES, INC. (SAN DIEGO CA)
CA
07/25/1997 - 06/04/1999
ARROWHEAD INVESTMENT CENTER (SAN BERNARDINO CA)
FL
07/03/1996 - 08/09/1997
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
WI
02/10/1996 - 07/02/1996
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
KS
08/30/1995 - 01/11/1996
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 11/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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