Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Gibson Soper is an investment advisor representative at LPL Financial LLC. Paul has been in the financial services industry since 1988 and has been associated with LPL Financial LLC since February 2018. Before joining LPL Financial LLC, Paul was affiliated with INVEST FINANCIAL CORPORATION from January 1990 to February 2018 and ESCALATOR SECURITIES, INC. from May 1989 to December 1989. Paul is licensed to provide investment advice in several states including North Carolina, Florida, Georgia, Illinois, Maine, Massachusetts, Nevada, New Jersey, New York, Ohio, South Carolina, and Texas. Paul is a registered representative of LPL Financial LLC and is also registered as an Investment Advisor Representative in North Carolina and Florida. Paul specializes in providing investment advice and financial planning services to high-net-worth individuals, corporations, and charitable organizations. Paul also offers portfolio management services to individuals, corporations, and investment companies.
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
NC
02/14/2018 - Present
LPL Financial LLC (MORGANTON NC)
NC
01/09/1990 - 02/14/2018
INVEST FINANCIAL CORPORATION (MORGANTON NC)
NA
05/08/1989 - 12/31/1989
ESCALATOR SECURITIES, INC.
NY
02/03/1988 - 05/08/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 02/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/1989
Series 4 - Registered Options Principal Examination
BC
Issued 06/26/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1988
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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