Unclaimed
Paul Warren Greenwell is an investment advisor representative at Luther King Capital Management Corp. Paul Greenwell is a Registered Investment Advisor Representative and has been in the industry since 1983. Paul Greenwell specializes in providing investment advice and consulting services to high net worth individuals, investment companies, and pooled investment vehicles. Luther King Capital Management Corp., the firm Paul Greenwell is currently affiliated with, is headquartered in Fort Worth, Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Investment consulting services/non-discretionary investment advice
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.
1
2
TX
01/01/1992 - Present
Luther King Capital Management Corp. (FORT WORTH TX)
ME
03/13/2007 - 05/31/2013
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
ME
05/03/2002 - 05/10/2005
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
ME
12/07/1999 - 04/30/2002
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
BC
Issued 03/30/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/14/1987
Series 2 - Non-Member General Securities Examination
Active
Inactive
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