Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Richardson is a financial advisor with over 38 years of experience in the industry. Paul is currently registered with Calton & Associates, Inc., a firm that provides a variety of financial services, including financial planning, portfolio management, and pension consulting. Paul has a broad range of experience working with individuals, high-net-worth individuals, and pension and profit-sharing plans. Paul is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
08/19/2013 - Present
Calton & Associates, Inc. (TAMPA FL)
FL
09/18/2012 - 08/23/2013
CABOT LODGE SECURITIES LLC (TAMPA FL)
FL
07/24/2012 - 08/09/2012
POINTE ATLANTIC, INC (TEMPLE TERRACE FL)
FL
06/01/2011 - 06/14/2012
BROOKSTONE SECURITIES, INC. (LAKELAND FL)
FL
07/30/2004 - 03/02/2011
JHS CAPITAL ADVISORS, INC. (TAMPA FL)
FL
07/07/2009 - 12/22/2009
GUNNALLEN FINANCIAL, INC (TAMPA FL)
FL
04/06/2006 - 07/31/2007
POINTE ATLANTIC (BOCA RATON FL)
NY
11/21/2006 - 01/03/2007
GREAT EASTERN SECURITIES, INC. (NEW YORK NY)
TX
02/09/2006 - 02/17/2006
SALOMON GREY FINANCIAL CORPORATION (DALLAS TX)
FL
06/01/2005 - 11/11/2005
STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)
FL
06/17/2003 - 08/06/2004
STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)
NY
08/31/2000 - 06/20/2003
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
MO
10/15/1999 - 02/12/2000
JWGENESIS FINANCIAL SERVICES, INC. (ST. LOUIS MO)
FL
01/05/1998 - 07/07/1999
JWGENESIS SECURITIES, INC. (BOCA RATON FL)
OH
08/27/1996 - 10/31/1997
KEY CLEARING CORP. (BROOKLYN OH)
CA
04/03/1996 - 08/12/1996
CRUTTENDEN ROTH INCORPORATED (NEWPORT BEACH CA)
NY
04/28/1995 - 02/15/1996
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
05/06/1988 - 03/28/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
05/14/1988 - 05/21/1988
SHEARSON LEHMAN HUTTON INC.
NA
03/01/1984 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
09/17/1981 - 03/15/1984
PAINE, WEBBER, JACKSON & CURTIS INC.
IA
Issued 08/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 12/31/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/29/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/06/1996
Series 4 - Registered Options Principal Examination
BC
Issued 03/24/1994
Series 24 - General Securities Principal Examination
BC
Issued 02/03/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/03/1989
Series 15 - Foreign Currency Options Examination
BC
Issued 07/03/1989
Series 5 - Interest Rate Options Examination
BC
Issued 09/09/1982
Series 3 - National Commodity Futures Examination
BC
Issued 08/15/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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