Unclaimed
Paul Gautier is a financial advisor registered with Cary Street Partners. Paul has been working in the financial industry since December 2004 and holds various professional licenses and certifications. He works with high-net-worth individuals, corporations, and trusts, providing financial planning, portfolio management, and investment advisory services. Paul is also a registered investment advisor in North Carolina, Texas, and Virginia.
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.
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.
Revenue sharing with certain third parties
1
2
TX
01/08/2019 - Present
Cary Street Partners (AUSTIN TX)
TX
12/16/2004 - 12/09/2013
RIVERSTONE WEALTH MANAGEMENT, INC. (AUSTIN TX)
BOTH
Issued 02/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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