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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 Wilford Salisbury is a financial advisor at EP Wealth Advisors. Paul has over 30 years of experience in the financial services industry. Paul is a Certified Financial Planner and Chartered Financial Consultant and holds Series 6, 7, 24, 63 and 65 licenses. Paul has worked with clients in a variety of industries and is particularly experienced in working with high-net-worth individuals, families and small businesses. Paul's focus is on helping clients achieve their financial goals through comprehensive financial planning, investment management and retirement planning.
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.
Retirement plan advisory services & tax preparation 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
UT
10/22/2020 - Present
EP Wealth Advisors (Salt Lake City UT)
UT
02/15/2002 - 12/31/2005
EQUITY SERVICES, INC. (SALT LAKE CITY UT)
MN
11/04/1991 - 02/19/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
NE
02/12/1991 - 11/12/1991
AMERITAS INVESTMENT CORP. (LINCOLN NE)
SD
03/06/1990 - 02/26/1991
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
NA
03/15/1989 - 02/12/1991
WASATCH STOCK TRADING, INC.
NA
04/08/1988 - 03/28/1989
TRAVELERS EQUITIES SALES, INC.
NA
08/05/1986 - 04/20/1988
PRINCOR FINANCIAL SERVICES CORPORATION
IA
Issued 08/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/1995
Series 24 - General Securities Principal Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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