Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Tully is an investment advisor representative currently registered with Eagle Wealth Strategies in West Deptford, NJ and has been in the industry since 1982. Paul Tully's previous employers include Raymond James Financial Services, Inc. and Shearson Lehman Hutton Inc.. Paul Tully is a Certified Financial Planner and holds licenses for Series 7, Series 24, Series 31, Series 51, and Series 63. Paul Tully specializes in portfolio management for individuals and provides financial planning services as well. Paul Tully is also a licensed insurance agent.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting fees
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.
A percentage of the total value of assets under management is charged.
Consulting fee
1
2
NJ
04/06/2023 - Present
Eagle Wealth Strategies (WEST DEPTFORD NJ)
FL
04/12/1989 - 04/12/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (ESTERO FL)
NA
02/15/1988 - 04/24/1989
SHEARSON LEHMAN HUTTON INC.
NA
11/24/1982 - 02/15/1988
E. F. HUTTON & COMPANY INC
BC
Issued 01/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/15/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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