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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Robert Touchstone is a financial advisor who has been in the industry since March 28, 2006. Paul is a registered Investment Advisor Representative with Fort Point Capital Partners LLC. Paul is registered in California, Louisiana and Texas, and is also registered as a Broker Dealer in 27 states. Paul has a total of 27 state registrations and 3 investment advisor registrations, as well as a total of 2 state and 2 product examinations. Paul is also a CFA charter holder. Paul specializes in providing financial advice and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
08/20/2014 - Present
Fort Point Capital Partners LLC (SAN FRANCISCO CA)
CA
06/28/2017 - 11/30/2018
GORDIAN INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
11/19/2013 - 12/31/2015
GORDIAN INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
11/02/2011 - 03/30/2012
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAN FRANCISCO CA)
CA
12/04/2009 - 11/07/2011
STONE & YOUNGBERG LLC (SAN FRANCISCO CA)
BC
Issued 12/01/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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