Unclaimed
Paul Tearson is a financial advisor with LPL Financial LLC. Paul is also an Investment Advisor Representative. Paul is registered to conduct business in California, Oregon and Texas. Paul has been in the industry since January 30, 2015. Paul's previous employers include MML Investors Services, LLC and NYLIFE Securities LLC. Paul is also registered as an Investment Advisor Representative with LPL Financial LLC in Texas.
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.
Consulting and other non-discretionary advisory services
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.
1
2
TX
02/27/2023 - Present
LPL Financial LLC (AUSTIN TX)
TX
10/02/2019 - 03/02/2023
MML INVESTORS SERVICES, LLC (Austin TX)
TX
01/20/2015 - 09/20/2019
NYLIFE SECURITIES LLC (AUSTIN TX)
IA
Issued 08/08/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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