Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Irving is a financial advisor with Truist Advisory Services, Inc., located in CHARLOTTE, NC. Paul has been in the industry since February 1998. Paul holds Series 7, 63 and 65 licenses and is a Certified Financial Planner. Prior to joining Truist Advisory Services, Inc., Paul was registered with BB&T SECURITIES, LLC, SCOTT & STRINGFELLOW, LLC, WELLS FARGO ADVISORS, LLC, FIRST UNION BROKERAGE SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY. Paul is currently registered in 39 states and the District of Columbia.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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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NC
04/15/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
10/05/2012 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (CHARLOTTE NC)
NC
10/01/2000 - 10/09/2012
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
05/19/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MN
09/04/1997 - 11/26/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/04/1997 - 11/26/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/24/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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