Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Mario Avila is a financial advisor in San Juan Capistrano, California and is registered with J. W. Cole Advisors, Inc. Paul has 30 years of experience in the financial services industry. Paul Avila is also licensed as a Registered Representative and Investment Advisor Representative in California. He is also a Series 24 principal, Series 7 general securities representative, and holds Series 63 and 65 licenses. Paul specializes in helping individuals, families, and businesses reach their financial goals. Paul is committed to providing personalized financial advice to clients and strives to build long-term relationships based on trust and transparency. Paul also has experience working with various investment firms including LPL Financial LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., BA INVESTMENT SERVICES, INC., GNA SECURITIES, INC., and DEAN WITTER REYNOLDS INC.
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.
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.
Hourly & fixed rate consulting
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.
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2
CA
12/04/2017 - Present
J. W. Cole Advisors, Inc. (San Juan Capistrano CA)
CA
10/28/1999 - 10/04/2017
LPL FINANCIAL LLC (IRVINE CA)
MA
07/12/1999 - 11/01/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
05/30/1992 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
VA
11/04/1991 - 06/30/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
VA
10/05/1990 - 09/19/1991
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
03/21/1989 - 10/15/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 04/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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