Unclaimed
Paul Harrison Krumenacker is an investment advisor representative at LPL Financial LLC. Paul has been active in the financial services industry since November 2, 1992. Paul holds Series 7, Series 63, and Series 65 licenses. Paul is registered to offer securities in 35 states, including Pennsylvania, Texas, and Arizona. In addition to LPL Financial, Paul has held positions at Raymond James Financial Services, Inc. and Prudential Securities Incorporated. Paul's expertise includes financial planning, portfolio management, and consulting. Paul has over 30 years of experience helping individuals and families reach their financial goals.
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
PA
09/20/2021 - Present
LPL Financial LLC (DOYLESTOWN PA)
PA
05/13/2016 - 10/06/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (DOYLESTOWN PA)
PA
05/05/2003 - 05/25/2016
LPL FINANCIAL LLC (DOYLESTOWN PA)
NY
05/28/1999 - 05/07/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
05/27/1997 - 06/11/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
11/03/1993 - 05/28/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/14/1989 - 02/13/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
IA
Issued 12/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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