Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Tomas Tourville has been in the financial industry since 1992. Paul is currently registered as an Investment Advisor Representative with Great Valley Advisor Group, Inc., a firm that has a total of 148 registered representatives and $7.3 billion in regulatory assets under management. Paul is also registered in 29 states as a Broker/Dealer. Paul has experience working with a range of clients, including individuals, families, trusts, businesses, and retirement plans. Paul has a strong commitment to providing personalized financial advice and guidance to his clients.
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.
Consulting services
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
WI
05/26/2016 - Present
Great Valley Advisor Group, Inc. (Brookfield WI)
WI
01/09/2003 - 05/08/2015
METLIFE SECURITIES INC. (MILWAUKEE WI)
WI
01/09/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MILWAUKEE WI)
NJ
04/22/1992 - 01/03/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/22/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 08/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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