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Paul Leonard Durso

Insight Folios

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About Paul Leonard Durso

Paul Leonard Durso is an investment advisor representative at Insight Folios. Paul has been working in the financial services industry since 2001, starting his career at Morgan Stanley DW Inc. Paul has a wide range of experience in the industry, having also worked at Broad Street Securities, Inc., Sigma Financial Corporation, Investcorp, Inc., and Kalos Capital, Inc. Currently, Paul is a registered investment advisor in North Carolina and Texas.

Firm Information

Paul Durso is currently registered with Insight Folios. Insight Folios is an investment advisor with 15 licensed agents, primarily providing financial planning, pension consulting, and portfolio management for individuals. Based in Charlotte, NC, the firm manages approximately $278.96 million in assets for 1,810 clients, including high-net-worth individuals and other individuals. They also provide selection of other advisors and portfolio management for individuals.
Insight Folios

11610 NORTH COMMUNITY HOUSE

CHARLOTTE, NC 28277

$278.96M

Assets Under Management

34

Total Clients

16

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Durso’s Registration & Firm History

NC

09/19/2016 - Present

Insight Folios (CHARLOTTE NC)

MI

11/09/2012 - 05/01/2013

KALOS CAPITAL, INC. (PLYMOUTH MI)

MI

10/15/2008 - 11/12/2012

INVESTACORP, INC. (PLYMOUTH MI)

MI

02/09/2004 - 10/15/2008

SIGMA FINANCIAL CORPORATION (PLYMOUTH MI)

NY

12/18/2001 - 02/09/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

FL

10/19/2001 - 11/06/2001

BROAD STREET SECURITIES, INC. (PLANTATION FL)

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Licenses & Designations

IA

Issued 09/10/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/25/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/18/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Leonard Durso.
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