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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Massey is an investment advisor representative with LPL Financial LLC. Paul is licensed in 16 states and has been in the industry for 29 years. Paul has a Series 7, Series 6, Series 24, Series 63 and Series 66 license. In addition to his work with LPL Financial LLC, Paul also runs a separate insurance agency. Paul's experience and expertise make him a valuable resource for individuals and businesses seeking financial advice.
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.
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TX
10/01/2024 - Present
LPL Financial LLC (PLANO TX)
TX
11/11/2008 - 12/08/2010
SECURITIES AMERICA, INC. (DALLAS TX)
TX
06/26/2003 - 11/13/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (DALLAS TX)
IN
06/26/2003 - 06/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
11/21/2001 - 07/25/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
CA
04/05/2000 - 12/12/2001
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
CA
05/08/1999 - 03/28/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MO
09/26/1997 - 01/28/1999
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IN
04/14/1997 - 09/25/1997
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
IN
07/15/1994 - 04/14/1997
CONSECO EQUITY SALES, INC. (CARMEL IN)
BOTH
Issued 04/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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