Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Mershon is an investment advisor representative with Griffin Capital Advisors, located in Scottsdale, AZ. Paul has been in the financial industry for over 40 years, with experience in various financial services roles. Paul has a Series 65, 63, and 24 license, along with Series 7, 1, and SIE. He is a Certified Financial Planner and a Chartered Financial Consultant. Paul's focus is on providing investment advice and marketing services for unaffiliated investment advisors. Paul has previously worked with AUSDAL FINANCIAL PARTNERS, LLC and Silverhawk Insurance Services, LLC.
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.
Marketing services for unaffiliated investment advisors
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.
Share of managers' management fee
1
2
AZ
05/28/2024 - Present
Griffin Capital Advisors (SCOTTSDALE AZ)
AZ
02/11/2011 - 07/31/2015
AUSDAL FINANCIAL PARTNERS, INC. (SCOTTSDALE AZ)
AZ
02/10/2006 - 02/11/2011
QA3 FINANCIAL CORP. (SCOTTSDALE AZ)
AZ
10/04/1990 - 02/10/2006
SECURIAN FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
AZ
09/21/1988 - 02/10/2006
CRI SECURITIES, LLC (SCOTTSDALE AZ)
NA
09/16/1983 - 09/21/1988
CONSOLIDATED RESOURCES, INC.
NA
11/07/1980 - 09/27/1985
THE MINNESOTA MUTUAL LIFE INSURANCE COMPANY
NA
03/31/1981 - 09/06/1983
FDI SECURITIES, INC.
NA
06/04/1980 - 06/12/1981
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 12/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/1987
Series 24 - General Securities Principal Examination
BC
Issued 07/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1980
Series 1 - Registered Representative Examination
Active
Inactive
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