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Paul E Stovall

Schwab Wealth Advisory, Inc.

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About Paul E Stovall

Paul Stovall is an active financial advisor with over 17 years of experience. Paul is currently registered with Schwab Wealth Advisory, Inc. in Florida and Texas. Prior to their current role, Paul worked at CHARLES SCHWAB & CO., INC. in Connecticut. Paul has a strong background in the financial services industry and holds several licenses and certifications, including Series 7, 9, 10, 66, and SIE. Paul provides financial planning and portfolio management services to individuals and businesses.

Firm Information

Paul Stovall is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Paul Stovall’s Registration & Firm History

FL

12/16/2021 - Present

Schwab Wealth Advisory, Inc. (Orlando FL)

CT

05/09/2008 - 06/01/2011

CHARLES SCHWAB & CO., INC. (FAIRFIELD CT)

CT

01/25/2006 - 04/09/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RIDGEFIELD CT)

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Licenses & Designations

BOTH

Issued 03/14/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/01/2016

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/22/2016

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Paul E Stovall.
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