Unclaimed
Paul Joseph Shibley is an investment advisor representative with Truist Advisory Services, Inc. Paul Shibley has been in the industry since 2000. Paul Shibley's experience includes time at BB&T SECURITIES, LLC and BB&T INVESTMENT SERVICES, INC. Paul Shibley is registered with FINRA and the state of Virginia. The advisor's current firm, Truist Advisory Services, Inc., has a total of 2079 investment advisor representatives, 2029 registered representatives, and 2105 investment advisory functions. Truist Advisory Services, Inc. provides financial planning services, portfolio management for businesses and individuals and other services.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
VA
02/17/2021 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
01/29/2009 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
10/11/2000 - 12/31/2008
BB&T INVESTMENT SERVICES, INC. (RICHMOND VA)
BOTH
Issued 08/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/23/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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