Unclaimed
Paul Benge is a financial advisor with over 30 years of experience in the industry. Paul currently works at Advisor Resource Council, where he provides investment advice to a variety of clients. He has worked previously at Wells Fargo Advisors, LLC, Citigroup Global Markets Inc., and Lehman Brothers Inc. Paul has a broad range of experience in the financial services industry, and he is committed to providing his clients with the highest level of service and expertise. He is also a strong advocate for the financial well-being of his clients.
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.
Helps you choose top advisors aligned with your financial goals.
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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2
TX
10/01/2016 - Present
Advisor Resource Council (Roanoke TX)
TX
08/18/2006 - 10/07/2016
WELLS FARGO ADVISORS, LLC (SOUTHLAKE TX)
TX
07/31/1993 - 08/25/2006
CITIGROUP GLOBAL MARKETS INC. (SOUTHLAKE TX)
NY
07/23/1986 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 06/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1986
Series 3 - National Commodity Futures Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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