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Paul Francis Chamberlin

Chamberlin Asset Management

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About Paul Francis Chamberlin

Paul Francis Chamberlin has been in the financial industry since 1994, serving clients in California. Paul is currently registered with the state of California as an Investment Advisor Representative (IAR) for Chamberlin Asset Management, a firm based in San Diego, California. Paul has also been registered with LPL Financial LLC, Prudential Securities Incorporated and A. G. Edwards & Sons, Inc. Paul's areas of expertise include portfolio management for individuals and businesses, and pension consulting.

Firm Information

Paul Chamberlin is currently registered with Chamberlin Asset Management. Chamberlin Asset Management is an investment advisor with 1 registered representative and 1 investment advisor representative. They manage approximately $17,000,000 in assets for 30 clients, primarily individuals other than high-net-worth clients. Their services include portfolio management for individuals and businesses, as well as pension consulting.

$17.00M

Assets Under Management

Not reported

Total Clients

1

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Chamberlin’s Registration & Firm History

CA

01/01/2025 - Present

Chamberlin Asset Management (SAN DIEGO CA)

CA

01/16/1998 - 03/14/2018

LPL FINANCIAL LLC (SAN DIEGO CA)

NY

10/24/1995 - 01/20/1998

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

MO

03/28/1994 - 11/01/1995

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 03/31/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/03/1998

Series 24 - General Securities Principal Examination

BC

Issued 03/14/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/25/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Francis Chamberlin.
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