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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 James Carroll is a financial advisor with Avion Wealth, a firm located in The Woodlands, Texas. Paul is registered with the state of Texas and has been in the industry since November 2003. Paul has a Series 65 license and holds the designation of Certified Financial Planner. Paul's firm, Avion Wealth, specializes in providing financial planning and portfolio management services to both individuals and high net worth individuals.
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.
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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TX
05/31/2005 - Present
Avion Wealth (THE WOODLANDS TX)
IA
Issued 03/24/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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